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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
Jul 26, 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: 288B vs. TRPBX (2.08B). TRPBX pays higher dividends than BALCX: TRPBX (2.42) vs BALCX (1.14). 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). BALCX is a more actively managed with annual turnover of: 50.00 vs. TRPBX (45.00). 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 : 9.54 vs. TRPBX (6.97). BALCX return over 5 years is better than : 27.72 vs. TRPBX (2.64).
| 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 | 7.366 | 6.478 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.08B | 13,853% |
| Annual Yield % from dividends | 1.14 | 2.42 | 47% |
| Returns for 1 year | 9.54 | 6.97 | 137% |
| Returns for 3 years | 34.70 | 26.73 | 130% |
| Returns for 5 years | 27.72 | 2.64 | 1,051% |
| Returns for 10 years | 71.56 | 45.33 | 158% |
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