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BALCX vs TRAIX
BALCX vs TRAIX Comparison
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BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX 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 TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TRAIX (70.8B). TRAIX pays higher dividends than BALCX: TRAIX (1.77) vs BALCX (1.14). BALCX was incepted earlier than TRAIX: BALCX (26 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 : 5.86 vs. TRAIX (3.65). BALCX return over 5 years is better than : 27.49 vs. TRAIX (8.52).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.30 | 0.58 | 224% |
| Annual Report Gross Expense Ratio | 1.30 | 0.61 | 213% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 8.144 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 70.8B | 403% |
| Annual Yield % from dividends | 1.14 | 1.77 | 65% |
| Returns for 1 year | 5.86 | 3.65 | 161% |
| Returns for 3 years | 38.31 | 23.32 | 164% |
| Returns for 5 years | 27.49 | 8.52 | 323% |
| Returns for 10 years | 75.19 | 70.77 | 106% |
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