Interact to see
Advertisement
Advertisement
BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
BALCX vs TBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TBLRX 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TBLRX (69.7M). TBLRX (1.18) and BALCX (1.14) have matching dividends . BALCX was incepted earlier than TBLRX: BALCX (26 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 : 5.86 vs. TBLRX (-16.85). BALCX return over 5 years is better than : 27.49 vs. TBLRX (-18.11).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.30 | 1.10 | 118% |
| Annual Report Gross Expense Ratio | 1.30 | 1.23 | 106% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 7.959 | 4.907 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 69.7M | 408,895% |
| Annual Yield % from dividends | 1.14 | 1.18 | 97% |
| Returns for 1 year | 5.86 | -16.85 | -35% |
| Returns for 3 years | 38.31 | -3.28 | -1,170% |
| Returns for 5 years | 27.49 | -18.11 | -152% |
| Returns for 10 years | 75.19 | 15.33 | 490% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers