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BALFX vs NAINX
BALFX vs NAINX Comparison
Open Charts BALFX vs NAINX
BALFX vs NAINX Comparison Chart in %
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BALFX vs. NAINX 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 NAINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. NAINX (560M). NAINX pays higher dividends than BALFX: NAINX (2.24) vs BALFX (1.78). BALFX was incepted earlier than NAINX: BALFX (25 years) vs NAINX (86 years). NAINX (1.07) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. NAINX (46.00). BALFX has a lower initial minimum investment than NAINX: BALFX (250) vs NAINX (2500). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. NAINX (-10.29). BALFX return over 5 years is better than : 33.93 vs. NAINX (-24.47).
| BALFX | NAINX | BALFX / NAINX | |
| Total Expense Ratio | 0.61 | 0.99 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 25 years | 86 years | - |
| Gain YTD | 10.064 | 1.622 | 621% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 560M | 50,536% |
| Annual Yield % from dividends | 1.78 | 2.24 | 80% |
| Returns for 1 year | 12.57 | -10.29 | -122% |
| Returns for 3 years | 44.90 | 5.64 | 796% |
| Returns for 5 years | 33.93 | -24.47 | -139% |
| Returns for 10 years | 82.80 | 24.55 | 337% |
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