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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Jul 14, 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 TRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TRAIX (71.3B). TRAIX pays higher dividends than BALCX: TRAIX (1.81) vs BALCX (1.14). BALCX was incepted earlier than TRAIX: BALCX (25 years) vs TRAIX (11 years). BALCX (1.30) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 124.70 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TRAIX: BALCX (250) vs TRAIX (500000). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. TRAIX (5.81). BALCX return over 5 years is better than : 29.01 vs. TRAIX (10.57).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.30 | 0.58 | 224% |
| Annual Report Gross Expense Ratio | 1.30 | 0.61 | 213% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 8.148 | 7.585 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 71.3B | 404% |
| Annual Yield % from dividends | 1.14 | 1.81 | 63% |
| Returns for 1 year | 11.18 | 5.81 | 192% |
| Returns for 3 years | 36.57 | 22.39 | 163% |
| Returns for 5 years | 29.01 | 10.57 | 275% |
| Returns for 10 years | 72.74 | 68.68 | 106% |
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