Interact to see
Advertisement
Advertisement
BALCX vs TSHIX
BALCX vs TSHIX Comparison
Open Charts BALCX vs TSHIX
BALCX vs TSHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TSHIX commentary
Jul 08, 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 TSHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TSHIX (891M). TSHIX pays higher dividends than BALCX: TSHIX (3.33) vs BALCX (1.14). BALCX was incepted earlier than TSHIX: BALCX (25 years) vs TSHIX (12 years). BALCX (1.30) is less costly to investors than TSHIX (0.72). TSHIX is a more actively managed with annual turnover of: 53.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TSHIX: BALCX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 14.06 vs. BALCX (12.34). TSHIX return over 5 years is better than : 43.02 vs. BALCX (30.81).
| BALCX | TSHIX | BALCX / TSHIX | |
| Total Expense Ratio | 1.30 | 0.72 | 181% |
| Annual Report Gross Expense Ratio | 1.30 | 0.72 | 181% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.822 | 5.389 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 891M | 32,323% |
| Annual Yield % from dividends | 1.14 | 3.33 | 34% |
| Returns for 1 year | 12.34 | 14.06 | 88% |
| Returns for 3 years | 40.73 | 47.98 | 85% |
| Returns for 5 years | 30.81 | 43.02 | 72% |
| Returns for 10 years | 74.80 | 127.31 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement