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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
Jun 29, 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 (564M). VTARX pays higher dividends than BALCX: VTARX (2.70) 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 : 12.78 vs. VTARX (-11.25). BALCX return over 5 years is better than : 30.54 vs. VTARX (-23.41).
| 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 | 8.498 | 0.775 | 1,097% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 564M | 51,064% |
| Annual Yield % from dividends | 1.16 | 2.70 | 43% |
| Returns for 1 year | 12.78 | -11.25 | -114% |
| Returns for 3 years | 39.61 | 5.43 | 730% |
| Returns for 5 years | 30.54 | -23.41 | -130% |
| Returns for 10 years | 79.35 | -4.79 | -1,657% |
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