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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
Aug 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 Hold and NBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. NBIAX (1.82B). NBIAX pays higher dividends than BALFX: NBIAX (2.11) vs BALFX (1.78). 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 : 11.65 vs. NBIAX (8.83). BALFX return over 5 years is better than : 32.59 vs. NBIAX (9.58).
| 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 | 10.252 | 6.177 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.82B | 15,567% |
| Annual Yield % from dividends | 1.78 | 2.11 | 85% |
| Returns for 1 year | 11.65 | 8.83 | 132% |
| Returns for 3 years | 44.71 | 35.59 | 126% |
| Returns for 5 years | 32.59 | 9.58 | 340% |
| Returns for 10 years | 84.36 | 32.48 | 260% |
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