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BALFX vs IBALX
BALFX vs IBALX Comparison
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BALFX vs IBALX Comparison Chart in %
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BALFX vs. IBALX 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 IBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. IBALX (1.53B). BALFX pays higher dividends than IBALX: BALFX (1.78) vs IBALX (1.43). BALFX was incepted earlier than IBALX: BALFX (25 years) vs IBALX (32 years). IBALX (0.95) is less costly to investors than BALFX (0.61). BALFX (50.00) and IBALX (50.00) have comparable annual turnover. BALFX has a lower initial minimum investment than IBALX: BALFX (250) vs IBALX (1000). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. IBALX (6.92). BALFX return over 5 years is better than : 33.93 vs. IBALX (13.53).
| BALFX | IBALX | BALFX / IBALX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 0.95 | 64% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 10.064 | 6.256 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.53B | 18,557% |
| Annual Yield % from dividends | 1.78 | 1.43 | 125% |
| Returns for 1 year | 12.57 | 6.92 | 182% |
| Returns for 3 years | 44.90 | 29.68 | 151% |
| Returns for 5 years | 33.93 | 13.53 | 251% |
| Returns for 10 years | 82.80 | 61.23 | 135% |
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