Interact to see
Advertisement
Advertisement
BALCX vs TAMMX
BALCX vs TAMMX Comparison
Open Charts BALCX vs TAMMX
BALCX vs TAMMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TAMMX commentary
Jul 26, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and TAMMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TAMMX (1.51B). TAMMX pays higher dividends than BALCX: TAMMX (1.70) vs BALCX (1.14). BALCX was incepted earlier than TAMMX: BALCX (25 years) vs TAMMX (11 years). BALCX (1.30) is less costly to investors than TAMMX (0.64). BALCX (50.00) and TAMMX (50.00) have comparable annual turnover. TAMMX has a lower initial minimum investment than BALCX: TAMMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.54 vs. TAMMX (5.24). BALCX return over 5 years is better than : 27.72 vs. TAMMX (12.87).
| BALCX | TAMMX | BALCX / TAMMX | |
| Total Expense Ratio | 1.30 | 0.64 | 203% |
| Annual Report Gross Expense Ratio | 1.30 | 0.64 | 203% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.366 | 4.000 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.51B | 19,136% |
| Annual Yield % from dividends | 1.14 | 1.70 | 67% |
| Returns for 1 year | 9.54 | 5.24 | 182% |
| Returns for 3 years | 34.70 | 24.08 | 144% |
| Returns for 5 years | 27.72 | 12.87 | 215% |
| Returns for 10 years | 71.56 | 62.24 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EWMCX | 42.40 | 0.15 | +0.36% |
| Evercore Equity | |||
| ECCPX | 45.92 | 0.11 | +0.24% |
| Eaton Vance Tax-Managed Multi-Cap Gr C | |||
| GCTIX | 58.65 | 0.10 | +0.17% |
| Goldman Sachs US Tax-Managed Eq Instl | |||
| MUESX | 39.05 | 0.06 | +0.15% |
| MFS Blended Research Core Equity R2 | |||
| FFPNX | 72.74 | -0.47 | -0.64% |
| American Funds New Perspective 529-F-2 | |||