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BALFX vs IYBIX
BALFX vs IYBIX Comparison
Open Charts BALFX vs IYBIX
BALFX vs IYBIX Comparison Chart in %
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BALFX vs. IYBIX 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 IYBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. IYBIX (1.91B). BALFX pays higher dividends than IYBIX: BALFX (1.78) vs IYBIX (1.37). BALFX was incepted earlier than IYBIX: BALFX (25 years) vs IYBIX (19 years). IYBIX (0.84) is less costly to investors than BALFX (0.61). IYBIX is a more actively managed with annual turnover of: 80.00 vs. BALFX (50.00). IYBIX has a lower initial minimum investment than BALFX: IYBIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. IYBIX (9.41). BALFX return over 5 years is better than : 32.23 vs. IYBIX (-1.31).
| BALFX | IYBIX | BALFX / IYBIX | |
| Total Expense Ratio | 0.61 | 0.73 | 84% |
| Annual Report Gross Expense Ratio | 0.61 | 0.84 | 73% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.372 | 6.324 | 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 | 1.37 | 130% |
| Returns for 1 year | 11.29 | 9.41 | 120% |
| Returns for 3 years | 38.49 | 43.19 | 89% |
| Returns for 5 years | 32.23 | -1.31 | -2,462% |
| Returns for 10 years | 82.24 | 26.89 | 306% |
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