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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: 288B vs. TBARX (1B). TBARX pays higher dividends than BALCX: TBARX (1.65) vs BALCX (1.14). 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 : 11.18 vs. TBARX (7.11).
| 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 | 8.148 | 3.696 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1B | 28,800% |
| Annual Yield % from dividends | 1.14 | 1.65 | 69% |
| Returns for 1 year | 11.18 | 7.11 | 157% |
| Returns for 3 years | 36.57 | 34.03 | 107% |
| Returns for 5 years | 29.01 | N/A | - |
| Returns for 10 years | 72.74 | N/A | - |
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