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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
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 TWBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. TWBIX (906M). TWBIX pays higher dividends than BALCX: TWBIX (1.55) vs BALCX (1.16). BALCX was incepted earlier than TWBIX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. TWBIX (9.80). BALCX return over 5 years is better than : 28.31 vs. TWBIX (6.31).
| BALCX | TWBIX | BALCX / TWBIX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 7.959 | 4.319 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 906M | 31,788% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 10.48 | 9.80 | 107% |
| Returns for 3 years | 35.58 | 33.42 | 106% |
| Returns for 5 years | 28.31 | 6.31 | 449% |
| Returns for 10 years | 73.63 | 44.49 | 165% |
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