BALCX
Price
$39.86
Change
-$0.17 (-0.42%)
Updated
Sep 14 closing price
Net Assets
284.75B
TCSHX
Price
$16.67
Change
-$0.03 (-0.18%)
Updated
Sep 14 closing price
Net Assets
896.63M
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BALCX vs TCSHX

BALCX vs TCSHX Comparison Chart in %
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BALCX vs. TCSHX commentary
Sep 15, 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 TCSHX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TCSHX (897M). TCSHX pays higher dividends than BALCX: TCSHX (2.36) vs BALCX (1.14). BALCX was incepted earlier than TCSHX: BALCX (26 years) vs TCSHX (13 years). TCSHX (1.69) is less costly to investors than BALCX (1.30). TCSHX is a more actively managed with annual turnover of: 53.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TCSHX: BALCX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 8.86 vs. BALCX (5.58). TCSHX return over 5 years is better than : 34.79 vs. BALCX (26.31).
BALCXTCSHXBALCX / TCSHX
Total Expense Ratio1.301.6977%
Annual Report Gross Expense Ratio1.301.6977%
Fund Existence26 years13 years-
Gain YTD7.5015.542135%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets285B897M31,773%
Annual Yield % from dividends1.142.3649%
Returns for 1 year5.588.8663%
Returns for 3 years37.9542.7689%
Returns for 5 years26.3134.7976%
Returns for 10 years74.25107.9069%
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