BALCX
Price
$40.10
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
TBLIX
Price
$37.60
Change
-$0.23 (-0.61%)
Updated
Jul 13 closing price
Net Assets
1.53B
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BALCX vs TBLIX

BALCX vs TBLIX Comparison Chart in %
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BALCX vs. TBLIX commentary
Jul 14, 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 TBLIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TBLIX (1.53B). TBLIX pays higher dividends than BALCX: TBLIX (1.61) vs BALCX (1.14). BALCX was incepted earlier than TBLIX: BALCX (25 years) vs TBLIX (17 years). BALCX (1.30) is less costly to investors than TBLIX (0.74). BALCX (50.00) and TBLIX (50.00) have comparable annual turnover. BALCX has a lower initial minimum investment than TBLIX: BALCX (250) vs TBLIX (1000000). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. TBLIX (7.82). BALCX return over 5 years is better than : 29.01 vs. TBLIX (14.84).
BALCXTBLIXBALCX / TBLIX
Total Expense Ratio1.300.74176%
Annual Report Gross Expense Ratio1.300.74176%
Fund Existence25 years17 years-
Gain YTD8.1485.513148%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets288B1.53B18,774%
Annual Yield % from dividends1.141.6171%
Returns for 1 year11.187.82143%
Returns for 3 years36.5726.51138%
Returns for 5 years29.0114.84195%
Returns for 10 years72.7464.48113%
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