BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
TBLTX
Price
$10.54
Change
+$0.05 (+0.48%)
Updated
Sep 11 closing price
Net Assets
69.66M
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BALCX vs TBLTX

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

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TBLTX (69.7M). TBLTX pays higher dividends than BALCX: TBLTX (1.56) vs BALCX (1.14). BALCX was incepted earlier than TBLTX: BALCX (26 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 : 5.86 vs. TBLTX (-16.59). BALCX return over 5 years is better than : 27.49 vs. TBLTX (-16.56).
BALCXTBLTXBALCX / TBLTX
Total Expense Ratio1.300.63206%
Annual Report Gross Expense Ratio1.300.73178%
Fund Existence26 years9 years-
Gain YTD7.9595.153154%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets285B69.7M408,895%
Annual Yield % from dividends1.141.5673%
Returns for 1 year5.86-16.59-35%
Returns for 3 years38.31-2.01-1,903%
Returns for 5 years27.49-16.56-166%
Returns for 10 years75.19N/A-
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