BALFX
Price
$40.41
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
IBLLX
Price
$36.47
Change
+$0.15 (+0.41%)
Updated
Sep 11 closing price
Net Assets
1.49B
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BALFX vs IBLLX

BALFX vs IBLLX Comparison Chart in %
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BALFX vs. IBLLX 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 IBLLX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. IBLLX (1.49B). BALFX pays higher dividends than IBLLX: BALFX (1.76) vs IBLLX (0.73). BALFX was incepted earlier than IBLLX: BALFX (26 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 : 6.65 vs. IBLLX (1.80). BALFX return over 5 years is better than : 31.40 vs. IBLLX (8.19).
BALFXIBLLXBALFX / IBLLX
Total Expense Ratio0.611.7136%
Annual Report Gross Expense Ratio0.611.7136%
Fund Existence26 years24 years-
Gain YTD8.4804.445191%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets285B1.49B19,076%
Annual Yield % from dividends1.760.73241%
Returns for 1 year6.651.80369%
Returns for 3 years41.3323.05179%
Returns for 5 years31.408.19383%
Returns for 10 years83.8954.38154%
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