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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
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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TBLRX (70.3M). TBLRX (1.20) and BALCX (1.16) have matching dividends . 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 : 10.48 vs. TBLRX (-14.21). BALCX return over 5 years is better than : 28.31 vs. TBLRX (-17.92).
| 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 | 7.959 | 4.608 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 70.3M | 409,673% |
| Annual Yield % from dividends | 1.16 | 1.20 | 97% |
| Returns for 1 year | 10.48 | -14.21 | -74% |
| Returns for 3 years | 35.58 | -5.05 | -704% |
| Returns for 5 years | 28.31 | -17.92 | -158% |
| Returns for 10 years | 73.63 | 13.84 | 532% |
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