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BALFX vs TASHX
BALFX vs TASHX Comparison
Open Charts BALFX vs TASHX
BALFX vs TASHX Comparison Chart in %
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BALFX vs. TASHX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. TASHX (904M). TASHX pays higher dividends than BALFX: TASHX (3.09) vs BALFX (1.78). 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). TASHX annual gain was more profitable for investors over the last year : 13.45 vs. BALFX (12.57). TASHX return over 5 years is better than : 40.08 vs. BALFX (33.93).
| 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 | 10.064 | 6.540 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 904M | 31,305% |
| Annual Yield % from dividends | 1.78 | 3.09 | 58% |
| Returns for 1 year | 12.57 | 13.45 | 94% |
| Returns for 3 years | 44.90 | 47.78 | 94% |
| Returns for 5 years | 33.93 | 40.08 | 85% |
| Returns for 10 years | 82.80 | 118.46 | 70% |
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