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BALFX vs SIBAX
BALFX vs SIBAX Comparison
Open Charts BALFX vs SIBAX
BALFX vs SIBAX Comparison Chart in %
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BALFX vs. SIBAX commentary
Sep 13, 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: 285B vs. SIBAX (76.8M). BALFX pays higher dividends than SIBAX: BALFX (1.76) vs SIBAX (1.42). BALFX was incepted earlier than SIBAX: BALFX (26 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 (19.79). 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 : 6.65 vs. SIBAX (4.49). BALFX return over 5 years is better than : 31.40 vs. SIBAX (25.26).
| BALFX | SIBAX | BALFX / SIBAX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 8.480 | 3.576 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 76.8M | 371,094% |
| Annual Yield % from dividends | 1.76 | 1.42 | 124% |
| Returns for 1 year | 6.65 | 4.49 | 148% |
| Returns for 3 years | 41.33 | 45.99 | 90% |
| Returns for 5 years | 31.40 | 25.26 | 124% |
| Returns for 10 years | 83.89 | 118.30 | 71% |
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