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BALCX vs VTARX
BALCX vs VTARX Comparison
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BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Sep 12, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. VTARX (545M). VTARX pays higher dividends than BALCX: VTARX (2.58) vs BALCX (1.14). BALCX was incepted earlier than VTARX: BALCX (26 years) vs VTARX (6 years). BALCX (1.30) is less costly to investors than VTARX (0.76). BALCX is a more actively managed with annual turnover of: 50.00 vs. VTARX (46.00). VTARX has a lower initial minimum investment than BALCX: VTARX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. VTARX (-13.51). BALCX return over 5 years is better than : 27.49 vs. VTARX (-27.50).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.30 | 0.60 | 217% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 7.959 | -0.378 | -2,108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 545M | 52,294% |
| Annual Yield % from dividends | 1.14 | 2.58 | 44% |
| Returns for 1 year | 5.86 | -13.51 | -43% |
| Returns for 3 years | 38.31 | 2.54 | 1,508% |
| Returns for 5 years | 27.49 | -27.50 | -100% |
| Returns for 10 years | 75.19 | -10.72 | -701% |
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