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BALFX vs SIBAX
BALFX vs SIBAX Comparison
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BALFX vs SIBAX Comparison Chart in %
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BALFX vs. SIBAX commentary
Aug 03, 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. SIBAX (77.8M). BALFX pays higher dividends than SIBAX: BALFX (1.78) vs SIBAX (1.44). BALFX was incepted earlier than SIBAX: BALFX (25 years) vs SIBAX (33 years). SIBAX (0.89) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. SIBAX (35.11). BALFX has a lower initial minimum investment than SIBAX: BALFX (250) vs SIBAX (5000). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. SIBAX (9.50). BALFX return over 5 years is better than : 32.23 vs. SIBAX (27.74).
| BALFX | SIBAX | BALFX / SIBAX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.372 | 4.144 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 77.8M | 370,180% |
| Annual Yield % from dividends | 1.78 | 1.44 | 124% |
| Returns for 1 year | 11.29 | 9.50 | 119% |
| Returns for 3 years | 38.49 | 43.64 | 88% |
| Returns for 5 years | 32.23 | 27.74 | 116% |
| Returns for 10 years | 82.24 | 118.23 | 70% |
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