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BALFX vs POICX
BALFX vs POICX Comparison
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BALFX vs POICX Comparison Chart in %
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BALFX vs. POICX commentary
Jun 04, 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 POICX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. POICX (577M). BALFX pays higher dividends than POICX: BALFX (1.75) vs POICX (1.43). BALFX was incepted earlier than POICX: BALFX (25 years) vs POICX (27 years). POICX (1.88) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. POICX (46.00). BALFX has a lower initial minimum investment than POICX: BALFX (250) vs POICX (2500). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. POICX (-9.24). BALFX return over 5 years is better than : 35.27 vs. POICX (-22.41).
| BALFX | POICX | BALFX / POICX | |
| Total Expense Ratio | 0.61 | 1.75 | 35% |
| Annual Report Gross Expense Ratio | 0.61 | 1.88 | 32% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 9.673 | 1.516 | 638% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 577M | 48,354% |
| Annual Yield % from dividends | 1.75 | 1.43 | 122% |
| Returns for 1 year | 17.70 | -9.24 | -192% |
| Returns for 3 years | 45.43 | 5.78 | 786% |
| Returns for 5 years | 35.27 | -22.41 | -157% |
| Returns for 10 years | 85.79 | 22.24 | 386% |