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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
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 VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. VTARX (560M). VTARX pays higher dividends than BALCX: VTARX (2.61) vs BALCX (1.16). BALCX was incepted earlier than VTARX: BALCX (25 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 : 11.76 vs. VTARX (-9.99). BALCX return over 5 years is better than : 29.99 vs. VTARX (-23.04).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.30 | 0.60 | 217% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 9.604 | 1.927 | 498% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 560M | 50,536% |
| Annual Yield % from dividends | 1.16 | 2.61 | 44% |
| Returns for 1 year | 11.76 | -9.99 | -118% |
| Returns for 3 years | 41.83 | 6.74 | 621% |
| Returns for 5 years | 29.99 | -23.04 | -130% |
| Returns for 10 years | 74.16 | -10.68 | -695% |
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