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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. IBALX (1.49B). BALFX pays higher dividends than IBALX: BALFX (1.76) vs IBALX (1.41). BALFX was incepted earlier than IBALX: BALFX (26 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 : 6.65 vs. IBALX (2.71). BALFX return over 5 years is better than : 31.40 vs. IBALX (12.15).
| BALFX | IBALX | BALFX / IBALX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 0.95 | 64% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 8.480 | 4.993 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.49B | 19,076% |
| Annual Yield % from dividends | 1.76 | 1.41 | 125% |
| Returns for 1 year | 6.65 | 2.71 | 246% |
| Returns for 3 years | 41.33 | 26.28 | 157% |
| Returns for 5 years | 31.40 | 12.15 | 259% |
| Returns for 10 years | 83.89 | 62.77 | 134% |
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