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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
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 TASHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TASHX (892M). TASHX pays higher dividends than BALCX: TASHX (3.07) vs BALCX (1.14). BALCX was incepted earlier than TASHX: BALCX (26 years) vs TASHX (13 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 : 8.76 vs. BALCX (5.86). TASHX return over 5 years is better than : 38.58 vs. BALCX (27.49).
| BALCX | TASHX | BALCX / TASHX | |
| Total Expense Ratio | 1.30 | 0.97 | 134% |
| Annual Report Gross Expense Ratio | 1.30 | 0.97 | 134% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 7.959 | 5.474 | 145% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 892M | 31,951% |
| Annual Yield % from dividends | 1.14 | 3.07 | 37% |
| Returns for 1 year | 5.86 | 8.76 | 67% |
| Returns for 3 years | 38.31 | 45.01 | 85% |
| Returns for 5 years | 27.49 | 38.58 | 71% |
| Returns for 10 years | 75.19 | 119.29 | 63% |
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