BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
TBLIX
Price
$37.85
Change
+$0.16 (+0.42%)
Updated
Sep 11 closing price
Net Assets
1.49B
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BALCX vs TBLIX

BALCX vs TBLIX Comparison Chart in %
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BALCX vs. TBLIX 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 TBLIX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TBLIX (1.49B). TBLIX pays higher dividends than BALCX: TBLIX (1.59) vs BALCX (1.14). BALCX was incepted earlier than TBLIX: BALCX (26 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 : 5.86 vs. TBLIX (2.95). BALCX return over 5 years is better than : 27.49 vs. TBLIX (13.26).
BALCXTBLIXBALCX / TBLIX
Total Expense Ratio1.300.74176%
Annual Report Gross Expense Ratio1.300.74176%
Fund Existence26 years17 years-
Gain YTD7.9595.122155%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B1.49B19,076%
Annual Yield % from dividends1.141.5972%
Returns for 1 year5.862.95198%
Returns for 3 years38.3127.21141%
Returns for 5 years27.4913.26207%
Returns for 10 years75.1965.19115%
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