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BALCX vs TBLTX
BALCX vs TBLTX Comparison
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BALCX vs TBLTX Comparison Chart in %
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BALCX vs. TBLTX commentary
Aug 23, 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 TBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. TBLTX (71M). TBLTX pays higher dividends than BALCX: TBLTX (1.58) vs BALCX (1.16). BALCX was incepted earlier than TBLTX: BALCX (25 years) vs TBLTX (9 years). BALCX (1.30) is less costly to investors than TBLTX (0.73). TBLTX (52.00) and BALCX (50.00) have comparable annual turnover. TBLTX has a lower initial minimum investment than BALCX: TBLTX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. TBLTX (-13.12). BALCX return over 5 years is better than : 29.99 vs. TBLTX (-15.46).
| BALCX | TBLTX | BALCX / TBLTX | |
| Total Expense Ratio | 1.30 | 0.63 | 206% |
| Annual Report Gross Expense Ratio | 1.30 | 0.73 | 178% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 9.604 | 6.456 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 71M | 398,592% |
| Annual Yield % from dividends | 1.16 | 1.58 | 73% |
| Returns for 1 year | 11.76 | -13.12 | -90% |
| Returns for 3 years | 41.83 | 0.71 | 5,927% |
| Returns for 5 years | 29.99 | -15.46 | -194% |
| Returns for 10 years | 74.16 | N/A | - |
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