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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
Jul 14, 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 TSUMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TSUMX (111M). TSUMX pays higher dividends than BALCX: TSUMX (2.77) vs BALCX (1.14). 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 : 14.04 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. TSUMX (20.83).
| 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 | 8.148 | 7.516 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 111M | 259,459% |
| Annual Yield % from dividends | 1.14 | 2.77 | 41% |
| Returns for 1 year | 11.18 | 14.04 | 80% |
| Returns for 3 years | 36.57 | 40.51 | 90% |
| Returns for 5 years | 29.01 | 20.83 | 139% |
| Returns for 10 years | 72.74 | N/A | - |
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