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BALFX vs TAMMX
BALFX vs TAMMX Comparison
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BALFX vs TAMMX Comparison Chart in %
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BALFX vs. TAMMX 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 TAMMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TAMMX (1.51B). BALFX (1.75) and TAMMX (1.70) have matching dividends . BALFX was incepted earlier than TAMMX: BALFX (25 years) vs TAMMX (11 years). TAMMX (0.64) and BALFX (0.61) have similar cost to investors . BALFX (50.00) and TAMMX (50.00) have comparable annual turnover. TAMMX has a lower initial minimum investment than BALFX: TAMMX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 10.36 vs. TAMMX (5.24). BALFX return over 5 years is better than : 31.63 vs. TAMMX (12.87).
| BALFX | TAMMX | BALFX / TAMMX | |
| Total Expense Ratio | 0.61 | 0.64 | 95% |
| Annual Report Gross Expense Ratio | 0.61 | 0.64 | 95% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.782 | 4.000 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.51B | 19,136% |
| Annual Yield % from dividends | 1.75 | 1.70 | 103% |
| Returns for 1 year | 10.36 | 5.24 | 198% |
| Returns for 3 years | 37.64 | 24.08 | 156% |
| Returns for 5 years | 31.63 | 12.87 | 246% |
| Returns for 10 years | 80.16 | 62.24 | 129% |
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