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BALFX vs BLUIX
BALFX vs BLUIX Comparison
Open Charts BALFX vs BLUIX
BALFX vs BLUIX Comparison Chart in %
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BALFX vs. BLUIX 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 BALFX is a Hold and BLUIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. BLUIX (254M). BALFX pays higher dividends than BLUIX: BALFX (1.78) vs BLUIX (0.53). 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 : 13.27 vs. BALFX (12.57). BLUIX return over 5 years is better than : 36.44 vs. BALFX (33.93).
| 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 | 10.064 | 8.625 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 254M | 111,417% |
| Annual Yield % from dividends | 1.78 | 0.53 | 333% |
| Returns for 1 year | 12.57 | 13.27 | 95% |
| Returns for 3 years | 44.90 | 50.43 | 89% |
| Returns for 5 years | 33.93 | 36.44 | 93% |
| Returns for 10 years | 82.80 | N/A | - |
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