Interact to see
Advertisement
Advertisement
BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
BALCX vs TRPBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TRPBX commentary
Jun 24, 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 TRPBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TRPBX (2.11B). TRPBX pays higher dividends than BALCX: TRPBX (2.50) 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). 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 : 15.81 vs. TRPBX (11.93). BALCX return over 5 years is better than : 31.93 vs. TRPBX (5.23).
| 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 | 9.011 | 7.655 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.11B | 13,643% |
| Annual Yield % from dividends | 1.16 | 2.50 | 47% |
| Returns for 1 year | 15.81 | 11.93 | 132% |
| Returns for 3 years | 41.11 | 31.84 | 129% |
| Returns for 5 years | 31.93 | 5.23 | 611% |
| Returns for 10 years | 80.43 | 53.87 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers