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BALCX vs TWBIX
BALCX vs TWBIX Comparison
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BALCX vs TWBIX Comparison Chart in %
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BALCX vs. TWBIX commentary
Sep 13, 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 TWBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. TWBIX (894M). TWBIX pays higher dividends than BALCX: TWBIX (1.53) vs BALCX (1.14). BALCX was incepted earlier than TWBIX: BALCX (26 years) vs TWBIX (38 years). BALCX (1.30) is less costly to investors than TWBIX (0.89). TWBIX is a more actively managed with annual turnover of: 84.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than TWBIX: BALCX (250) vs TWBIX (2500). TWBIX annual gain was more profitable for investors over the last year : 6.68 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. TWBIX (6.08).
| BALCX | TWBIX | BALCX / TWBIX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 26 years | 38 years | - |
| Gain YTD | 7.959 | 4.936 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 894M | 31,879% |
| Annual Yield % from dividends | 1.14 | 1.53 | 75% |
| Returns for 1 year | 5.86 | 6.68 | 88% |
| Returns for 3 years | 38.31 | 36.80 | 104% |
| Returns for 5 years | 27.49 | 6.08 | 452% |
| Returns for 10 years | 75.19 | 46.60 | 161% |
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