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BALCX vs TBARX
BALCX vs TBARX Comparison
Open Charts BALCX vs TBARX
BALCX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. TBARX (1.01B). TBARX pays higher dividends than BALCX: TBARX (1.61) vs BALCX (1.16). BALCX was incepted earlier than TBARX: BALCX (25 years) vs TBARX (5 years). BALCX (1.30) is less costly to investors than TBARX (1.13). TBARX is a more actively managed with annual turnover of: 82.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TBARX: BALCX (250) vs TBARX (50000). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. TBARX (12.79).
| BALCX | TBARX | BALCX / TBARX | |
| Total Expense Ratio | 1.30 | 0.63 | 206% |
| Annual Report Gross Expense Ratio | 1.30 | 1.13 | 115% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 9.372 | 4.003 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.01B | 27,651% |
| Annual Yield % from dividends | 1.16 | 1.61 | 72% |
| Returns for 1 year | 16.84 | 12.79 | 132% |
| Returns for 3 years | 42.32 | 38.67 | 109% |
| Returns for 5 years | 31.27 | N/A | - |
| Returns for 10 years | 77.17 | N/A | - |
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