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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. IBLLX (1.53B). BALFX pays higher dividends than IBLLX: BALFX (1.75) 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 : 12.01 vs. IBLLX (6.60). BALFX return over 5 years is better than : 32.95 vs. IBLLX (9.71).
| 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 | 8.533 | 4.991 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.53B | 18,774% |
| Annual Yield % from dividends | 1.75 | 0.74 | 237% |
| Returns for 1 year | 12.01 | 6.60 | 182% |
| Returns for 3 years | 39.55 | 22.36 | 177% |
| Returns for 5 years | 32.95 | 9.71 | 339% |
| Returns for 10 years | 81.34 | 53.74 | 151% |
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