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BALFX vs IBLLX
BALFX vs IBLLX Comparison
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BALFX vs IBLLX Comparison Chart in %
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BALFX vs. IBLLX 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 IBLLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. IBLLX (1.53B). BALFX pays higher dividends than IBLLX: BALFX (1.78) vs IBLLX (0.74). BALFX was incepted earlier than IBLLX: BALFX (25 years) vs IBLLX (24 years). IBLLX (1.71) is less costly to investors than BALFX (0.61). BALFX (50.00) and IBLLX (50.00) have comparable annual turnover. BALFX has a lower initial minimum investment than IBLLX: BALFX (250) vs IBLLX (1000). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. IBLLX (5.98). BALFX return over 5 years is better than : 33.93 vs. IBLLX (9.50).
| BALFX | IBLLX | BALFX / IBLLX | |
| Total Expense Ratio | 0.61 | 1.71 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.71 | 36% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 10.064 | 5.739 | 175% |
| Front Load | N/A | N/A | - |
| 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 | 0.74 | 240% |
| Returns for 1 year | 12.57 | 5.98 | 210% |
| Returns for 3 years | 44.90 | 26.36 | 170% |
| Returns for 5 years | 33.93 | 9.50 | 357% |
| Returns for 10 years | 82.80 | 52.91 | 156% |
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