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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
Jun 24, 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 Buy.
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 (1.37). 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 : 16.70 vs. IBALX (10.62). BALFX return over 5 years is better than : 35.95 vs. IBALX (15.88).
| 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 | 9.366 | 4.930 | 190% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.53B | 18,861% |
| Annual Yield % from dividends | 1.75 | 1.37 | 128% |
| Returns for 1 year | 16.70 | 10.62 | 157% |
| Returns for 3 years | 44.22 | 27.89 | 159% |
| Returns for 5 years | 35.95 | 15.88 | 226% |
| Returns for 10 years | 89.39 | 67.27 | 133% |
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