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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
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 TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. TRPBX (2.12B). 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 : 16.84 vs. TRPBX (11.73). BALCX return over 5 years is better than : 31.27 vs. TRPBX (5.55).
| 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 | 9.372 | 7.375 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 2.12B | 13,160% |
| Annual Yield % from dividends | 1.16 | 2.50 | 47% |
| Returns for 1 year | 16.84 | 11.73 | 144% |
| Returns for 3 years | 42.32 | 32.27 | 131% |
| Returns for 5 years | 31.27 | 5.55 | 564% |
| Returns for 10 years | 77.17 | 49.61 | 156% |
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