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BALFX vs TASHX
BALFX vs TASHX Comparison
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BALFX vs TASHX Comparison Chart in %
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BALFX vs. TASHX commentary
Jun 24, 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 Hold and TASHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TASHX (885M). TASHX pays higher dividends than BALFX: TASHX (3.07) vs BALFX (1.75). BALFX was incepted earlier than TASHX: BALFX (25 years) vs TASHX (12 years). TASHX (0.97) is less costly to investors than BALFX (0.61). TASHX is a more actively managed with annual turnover of: 53.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than TASHX: BALFX (250) vs TASHX (1000). BALFX annual gain was more profitable for investors over the last year : 16.70 vs. TASHX (15.85). TASHX return over 5 years is better than : 40.15 vs. BALFX (35.95).
| BALFX | TASHX | BALFX / TASHX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 9.366 | 4.026 | 233% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 885M | 32,542% |
| Annual Yield % from dividends | 1.75 | 3.07 | 57% |
| Returns for 1 year | 16.70 | 15.85 | 105% |
| Returns for 3 years | 44.22 | 46.00 | 96% |
| Returns for 5 years | 35.95 | 40.15 | 90% |
| Returns for 10 years | 89.39 | 124.84 | 72% |
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