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BALFX vs NBIAX
BALFX vs NBIAX Comparison
Open Charts BALFX vs NBIAX
BALFX vs NBIAX Comparison Chart in %
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BALFX vs. NBIAX commentary
Jun 28, 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 NBIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. NBIAX (1.73B). NBIAX pays higher dividends than BALFX: NBIAX (1.87) vs BALFX (1.75). BALFX was incepted earlier than NBIAX: BALFX (25 years) vs NBIAX (30 years). NBIAX (0.99) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. NBIAX (22.00). BALFX has a lower initial minimum investment than NBIAX: BALFX (250) vs NBIAX (2000). BALFX annual gain was more profitable for investors over the last year : 13.60 vs. NBIAX (10.92). BALFX return over 5 years is better than : 34.53 vs. NBIAX (1.30).
| BALFX | NBIAX | BALFX / NBIAX | |
| Total Expense Ratio | 0.61 | 0.99 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 0.99 | 62% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 8.856 | 3.619 | 245% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.73B | 16,628% |
| Annual Yield % from dividends | 1.75 | 1.87 | 94% |
| Returns for 1 year | 13.60 | 10.92 | 125% |
| Returns for 3 years | 42.64 | 28.85 | 148% |
| Returns for 5 years | 34.53 | 1.30 | 2,654% |
| Returns for 10 years | 88.27 | 36.24 | 244% |
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