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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 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. VTARX (555M). 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). BALCX has a lower initial minimum investment than VTARX: BALCX (250) vs VTARX (2500000). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. VTARX (-12.09). BALCX return over 5 years is better than : 28.31 vs. VTARX (-24.44).
| 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 | 7.959 | 0.356 | 2,237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 555M | 51,892% |
| Annual Yield % from dividends | 1.16 | 2.61 | 44% |
| Returns for 1 year | 10.48 | -12.09 | -87% |
| Returns for 3 years | 35.58 | 1.05 | 3,378% |
| Returns for 5 years | 28.31 | -24.44 | -116% |
| Returns for 10 years | 73.63 | -10.31 | -714% |
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