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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 23, 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. TSHIX (904M). 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 : 13.71 vs. BALCX (11.76). TSHIX return over 5 years is better than : 42.30 vs. BALCX (29.99).
| 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 | 9.604 | 6.746 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 904M | 31,305% |
| Annual Yield % from dividends | 1.16 | 3.32 | 35% |
| Returns for 1 year | 11.76 | 13.71 | 86% |
| Returns for 3 years | 41.83 | 49.42 | 85% |
| Returns for 5 years | 29.99 | 42.30 | 71% |
| Returns for 10 years | 74.16 | 124.15 | 60% |
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