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BALFX vs IBARX
BALFX vs IBARX Comparison
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BALFX vs IBARX Comparison Chart in %
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BALFX vs. IBARX commentary
Aug 03, 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 IBARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. IBARX (1.91B). BALFX pays higher dividends than IBARX: BALFX (1.78) vs IBARX (1.43). BALFX was incepted earlier than IBARX: BALFX (25 years) vs IBARX (12 years). IBARX (0.75) is less costly to investors than BALFX (0.61). IBARX is a more actively managed with annual turnover of: 80.00 vs. BALFX (50.00). IBARX has a lower initial minimum investment than BALFX: IBARX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. IBARX (9.50). BALFX return over 5 years is better than : 32.23 vs. IBARX (-0.11).
| BALFX | IBARX | BALFX / IBARX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.75 | 81% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.372 | 6.349 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.91B | 15,063% |
| Annual Yield % from dividends | 1.78 | 1.43 | 125% |
| Returns for 1 year | 11.29 | 9.50 | 119% |
| Returns for 3 years | 38.49 | 43.55 | 88% |
| Returns for 5 years | 32.23 | -0.11 | -30,089% |
| Returns for 10 years | 82.24 | 29.17 | 282% |
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