Interact to see
Advertisement
Advertisement
BALCX vs TASHX
BALCX vs TASHX Comparison
Open Charts BALCX vs TASHX
BALCX vs TASHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TASHX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. TASHX (904M). TASHX pays higher dividends than BALCX: TASHX (3.09) 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 annual gain was more profitable for investors over the last year : 13.45 vs. BALCX (11.76). TASHX return over 5 years is better than : 40.08 vs. BALCX (29.99).
| 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 | 9.604 | 6.540 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 904M | 31,305% |
| Annual Yield % from dividends | 1.16 | 3.09 | 37% |
| Returns for 1 year | 11.76 | 13.45 | 87% |
| Returns for 3 years | 41.83 | 47.78 | 88% |
| Returns for 5 years | 29.99 | 40.08 | 75% |
| Returns for 10 years | 74.16 | 118.46 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers