BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
TBLIX
Price
$37.58
Change
+$0.14 (+0.37%)
Updated
Jul 31 closing price
Net Assets
1.52B
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BALCX vs TBLIX

BALCX vs TBLIX Comparison Chart in %
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BALCX vs. TBLIX commentary
Aug 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TBLIX (1.52B). TBLIX pays higher dividends than BALCX: TBLIX (1.61) vs BALCX (1.16). 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 : 10.48 vs. TBLIX (6.22). BALCX return over 5 years is better than : 28.31 vs. TBLIX (13.54).
BALCXTBLIXBALCX / TBLIX
Total Expense Ratio1.300.74176%
Annual Report Gross Expense Ratio1.300.74176%
Fund Existence25 years17 years-
Gain YTD7.9594.816165%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets288B1.52B19,010%
Annual Yield % from dividends1.161.6172%
Returns for 1 year10.486.22168%
Returns for 3 years35.5824.81143%
Returns for 5 years28.3113.54209%
Returns for 10 years73.6363.01117%
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