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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
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 IBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. IBALX (1.53B). BALFX pays higher dividends than IBALX: BALFX (1.75) vs IBALX (1.42). 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 : 12.01 vs. IBALX (7.57). BALFX return over 5 years is better than : 32.95 vs. IBALX (13.72).
| 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 | 8.533 | 5.414 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.53B | 18,774% |
| Annual Yield % from dividends | 1.75 | 1.42 | 123% |
| Returns for 1 year | 12.01 | 7.57 | 159% |
| Returns for 3 years | 39.55 | 25.62 | 154% |
| Returns for 5 years | 32.95 | 13.72 | 240% |
| Returns for 10 years | 81.34 | 62.06 | 131% |
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