BALFX
Price
$40.07
Change
-$0.78 (-1.91%)
Updated
Jun 5 closing price
Net Assets
287.61B
RLBCX
Price
$39.81
Change
-$0.78 (-1.92%)
Updated
Jun 5 closing price
Net Assets
287.61B
Interact to see
Advertisement

BALFX vs RLBCX

Header iconBALFX vs RLBCX Comparison
Open Charts BALFX vs RLBCXBanner chart's image
BALFX vs RLBCX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX vs. RLBCX commentary
Jun 08, 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 RLBCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX (288B) and RLBCX (288B) have equal amount of cash in the bank . BALFX pays higher dividends than RLBCX: BALFX (1.75) vs RLBCX (1.52). BALFX was incepted earlier than RLBCX: BALFX (25 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than BALFX (0.61). BALFX (50.00) and RLBCX (50.00) have comparable annual turnover. BALFX (250) and RLBCX (250) have matching initial minimum investment requirements. BALFX (14.40) and RLBCX (14.03) have marching annual gain over last year. BALFX return over 5 years is better than : 31.52 vs. RLBCX (29.95).
BALFXRLBCXBALFX / RLBCX
Total Expense Ratio0.610.8969%
Annual Report Gross Expense Ratio0.610.8969%
Fund Existence25 years24 years-
Gain YTD7.2907.181102%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets288B288B100%
Annual Yield % from dividends1.751.52115%
Returns for 1 year14.4014.03103%
Returns for 3 years42.3141.09103%
Returns for 5 years31.5229.95105%
Returns for 10 years80.8177.32105%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BCREX16.690.08
+0.48%
BlackRock Real Estate Securities Inv C
JDSRX24.93N/A
N/A
Janus Henderson Small Cap Value R
FNCFX2.54-0.01
-0.39%
Franklin Income R6
EISGX15.89-0.11
-0.69%
Eaton Vance Small-Cap I
TISBX29.64-1.06
-3.45%
Nuveen Small Cap Blend Idx R6