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BALCX vs TASHX
BALCX vs TASHX Comparison
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BALCX vs TASHX Comparison Chart in %
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BALCX vs. TASHX commentary
Jun 24, 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 Hold and TASHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TASHX (885M). TASHX pays higher dividends than BALCX: TASHX (3.07) vs BALCX (1.16). BALCX was incepted earlier than TASHX: BALCX (25 years) vs TASHX (12 years). BALCX (1.30) is less costly to investors than TASHX (0.97). TASHX is a more actively managed with annual turnover of: 53.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TASHX: BALCX (250) vs TASHX (1000). TASHX (15.85) and BALCX (15.81) have marching annual gain over last year. TASHX return over 5 years is better than : 40.15 vs. BALCX (31.93).
| BALCX | TASHX | BALCX / TASHX | |
| Total Expense Ratio | 1.30 | 0.97 | 134% |
| Annual Report Gross Expense Ratio | 1.30 | 0.97 | 134% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 9.011 | 4.026 | 224% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 885M | 32,542% |
| Annual Yield % from dividends | 1.16 | 3.07 | 38% |
| Returns for 1 year | 15.81 | 15.85 | 100% |
| Returns for 3 years | 41.11 | 46.00 | 89% |
| Returns for 5 years | 31.93 | 40.15 | 80% |
| Returns for 10 years | 80.43 | 124.84 | 64% |
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