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BALCX vs TSHIX
BALCX vs TSHIX Comparison
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BALCX vs TSHIX Comparison Chart in %
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BALCX vs. TSHIX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TSHIX (886M). TSHIX pays higher dividends than BALCX: TSHIX (3.32) vs BALCX (1.16). 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 : 12.89 vs. BALCX (10.48). TSHIX return over 5 years is better than : 41.05 vs. BALCX (28.31).
| 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 | 7.959 | 5.356 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 886M | 32,506% |
| Annual Yield % from dividends | 1.16 | 3.32 | 35% |
| Returns for 1 year | 10.48 | 12.89 | 81% |
| Returns for 3 years | 35.58 | 43.62 | 82% |
| Returns for 5 years | 28.31 | 41.05 | 69% |
| Returns for 10 years | 73.63 | 124.76 | 59% |
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