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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
Jul 14, 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: 288B vs. BLUIX (266M). BALFX pays higher dividends than BLUIX: BALFX (1.75) vs BLUIX (0.51). BALFX was incepted earlier than BLUIX: BALFX (25 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 : 18.06 vs. BALFX (12.01). BLUIX return over 5 years is better than : 39.05 vs. BALFX (32.95).
| BALFX | BLUIX | BALFX / BLUIX | |
| Total Expense Ratio | 0.61 | 1.33 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.29 | 47% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 8.533 | 10.875 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 266M | 108,271% |
| Annual Yield % from dividends | 1.75 | 0.51 | 345% |
| Returns for 1 year | 12.01 | 18.06 | 66% |
| Returns for 3 years | 39.55 | 48.62 | 81% |
| Returns for 5 years | 32.95 | 39.05 | 84% |
| Returns for 10 years | 81.34 | N/A | - |
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