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BALCX vs TSUMX
BALCX vs TSUMX Comparison
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BALCX vs TSUMX Comparison Chart in %
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BALCX vs. TSUMX 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 TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. TSUMX (126M). TSUMX pays higher dividends than BALCX: TSUMX (2.73) vs BALCX (1.16). BALCX was incepted earlier than TSUMX: BALCX (25 years) vs TSUMX (7 years). BALCX (1.30) is less costly to investors than TSUMX (1.21). BALCX is a more actively managed with annual turnover of: 50.00 vs. TSUMX (32.68). BALCX has a lower initial minimum investment than TSUMX: BALCX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 14.85 vs. BALCX (11.76). BALCX return over 5 years is better than : 29.99 vs. TSUMX (25.11).
| BALCX | TSUMX | BALCX / TSUMX | |
| Total Expense Ratio | 1.30 | 0.70 | 186% |
| Annual Report Gross Expense Ratio | 1.30 | 1.21 | 107% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.604 | 11.707 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 126M | 224,603% |
| Annual Yield % from dividends | 1.16 | 2.73 | 42% |
| Returns for 1 year | 11.76 | 14.85 | 79% |
| Returns for 3 years | 41.83 | 49.67 | 84% |
| Returns for 5 years | 29.99 | 25.11 | 119% |
| Returns for 10 years | 74.16 | N/A | - |
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