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BALFX vs TAAHX
BALFX vs TAAHX Comparison
Open Charts BALFX vs TAAHX
BALFX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. TAAHX (1.55B). BALFX pays higher dividends than TAAHX: BALFX (1.75) vs TAAHX (1.13). BALFX was incepted earlier than TAAHX: BALFX (25 years) vs TAAHX (4 years). TAAHX (1.32) is less costly to investors than BALFX (0.61). BALFX (50.00) and TAAHX (50.00) have comparable annual turnover. TAAHX has a lower initial minimum investment than BALFX: TAAHX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. TAAHX (12.04).
| BALFX | TAAHX | BALFX / TAAHX | |
| Total Expense Ratio | 0.61 | 1.21 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 9.673 | 5.608 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.55B | 17,988% |
| Annual Yield % from dividends | 1.75 | 1.13 | 155% |
| Returns for 1 year | 17.70 | 12.04 | 147% |
| Returns for 3 years | 45.43 | 28.87 | 157% |
| Returns for 5 years | 35.27 | N/A | - |
| Returns for 10 years | 85.79 | N/A | - |
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