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BALFX vs RLBCX
BALFX vs RLBCX Comparison
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BALFX vs RLBCX Comparison Chart in %
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BALFX vs. RLBCX commentary
Jul 26, 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 RLBCX is a Buy.
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 (1.51). 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 (10.36) and RLBCX (10.00) have marching annual gain over last year. BALFX return over 5 years is better than : 31.63 vs. RLBCX (30.04).
| BALFX | RLBCX | BALFX / RLBCX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.782 | 7.627 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 288B | 100% |
| Annual Yield % from dividends | 1.75 | 1.51 | 116% |
| Returns for 1 year | 10.36 | 10.00 | 104% |
| Returns for 3 years | 37.64 | 36.42 | 103% |
| Returns for 5 years | 31.63 | 30.04 | 105% |
| Returns for 10 years | 80.16 | 76.55 | 105% |
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