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BALCX vs TAMMX
BALCX vs TAMMX Comparison
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BALCX vs TAMMX Comparison Chart in %
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BALCX vs. TAMMX commentary
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TAMMX (1.49B). TAMMX pays higher dividends than BALCX: TAMMX (1.67) vs BALCX (1.14). BALCX was incepted earlier than TAMMX: BALCX (26 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 : 5.86 vs. TAMMX (3.05). BALCX return over 5 years is better than : 27.49 vs. TAMMX (13.72).
| BALCX | TAMMX | BALCX / TAMMX | |
| Total Expense Ratio | 1.30 | 0.64 | 203% |
| Annual Report Gross Expense Ratio | 1.30 | 0.64 | 203% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 5.200 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.49B | 19,076% |
| Annual Yield % from dividends | 1.14 | 1.67 | 68% |
| Returns for 1 year | 5.86 | 3.05 | 192% |
| Returns for 3 years | 38.31 | 27.56 | 139% |
| Returns for 5 years | 27.49 | 13.72 | 200% |
| Returns for 10 years | 75.19 | 66.15 | 114% |
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