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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
Jun 04, 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 TRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. TRAIX (71.2B). TRAIX pays higher dividends than BALCX: TRAIX (1.81) vs BALCX (1.16). BALCX was incepted earlier than TRAIX: BALCX (25 years) vs TRAIX (10 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 : 16.84 vs. TRAIX (8.21). BALCX return over 5 years is better than : 31.27 vs. TRAIX (12.05).
| 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 | 10 years | - |
| Gain YTD | 9.372 | 6.101 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 71.2B | 392% |
| Annual Yield % from dividends | 1.16 | 1.81 | 64% |
| Returns for 1 year | 16.84 | 8.21 | 205% |
| Returns for 3 years | 42.32 | 24.84 | 170% |
| Returns for 5 years | 31.27 | 12.05 | 260% |
| Returns for 10 years | 77.17 | 68.75 | 112% |
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