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BALCX vs TBLRX
BALCX vs TBLRX Comparison
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BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Jun 24, 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 Hold and TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TBLRX (70.7M). TBLRX pays higher dividends than BALCX: TBLRX (1.24) vs BALCX (1.16). BALCX was incepted earlier than TBLRX: BALCX (25 years) vs TBLRX (32 years). BALCX (1.30) is less costly to investors than TBLRX (1.23). TBLRX (52.00) and BALCX (50.00) have comparable annual turnover. TBLRX has a lower initial minimum investment than BALCX: TBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. TBLRX (-10.45). BALCX return over 5 years is better than : 31.93 vs. TBLRX (-15.40).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.30 | 1.10 | 118% |
| Annual Report Gross Expense Ratio | 1.30 | 1.23 | 106% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.011 | 4.837 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 70.7M | 407,355% |
| Annual Yield % from dividends | 1.16 | 1.24 | 93% |
| Returns for 1 year | 15.81 | -10.45 | -151% |
| Returns for 3 years | 41.11 | -2.00 | -2,056% |
| Returns for 5 years | 31.93 | -15.40 | -207% |
| Returns for 10 years | 80.43 | 18.83 | 427% |
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