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BALFX vs BLUIX
BALFX vs BLUIX Comparison
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BALFX vs BLUIX Comparison Chart in %
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BALFX vs. BLUIX 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 BALFX is a Buy and BLUIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. BLUIX (252M). BALFX pays higher dividends than BLUIX: BALFX (1.76) vs BLUIX (0.53). BALFX was incepted earlier than BLUIX: BALFX (26 years) vs BLUIX (6 years). BLUIX (1.29) is less costly to investors than BALFX (0.61). BLUIX is a more actively managed with annual turnover of: 196.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than BLUIX: BALFX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 7.15 vs. BALFX (6.65). BLUIX (32.77) and BALFX (31.40) have equivalent 5 years return.
| BALFX | BLUIX | BALFX / BLUIX | |
| Total Expense Ratio | 0.61 | 1.33 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.29 | 47% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 8.480 | 6.750 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 252M | 113,095% |
| Annual Yield % from dividends | 1.76 | 0.53 | 333% |
| Returns for 1 year | 6.65 | 7.15 | 93% |
| Returns for 3 years | 41.33 | 44.64 | 93% |
| Returns for 5 years | 31.40 | 32.77 | 96% |
| Returns for 10 years | 83.89 | N/A | - |
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