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BALCX vs TRPBX
BALCX vs TRPBX Comparison
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BALCX vs TRPBX Comparison Chart in %
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BALCX vs. TRPBX commentary
Aug 16, 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 TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. TRPBX (2.13B). TRPBX pays higher dividends than BALCX: TRPBX (2.43) vs BALCX (1.16). BALCX was incepted earlier than TRPBX: BALCX (25 years) vs TRPBX (32 years). BALCX (1.30) is less costly to investors than TRPBX (0.94). TRPBX is a more actively managed with annual turnover of: 55.40 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TRPBX: BALCX (250) vs TRPBX (2500). BALCX annual gain was more profitable for investors over the last year : 10.95 vs. TRPBX (9.16). BALCX return over 5 years is better than : 29.47 vs. TRPBX (5.13).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 1.30 | 0.94 | 138% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.901 | 9.820 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 2.13B | 13,280% |
| Annual Yield % from dividends | 1.16 | 2.43 | 48% |
| Returns for 1 year | 10.95 | 9.16 | 120% |
| Returns for 3 years | 41.04 | 33.78 | 121% |
| Returns for 5 years | 29.47 | 5.13 | 575% |
| Returns for 10 years | 75.12 | 47.72 | 157% |
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