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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
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 TASHX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. TASHX (892M). TASHX pays higher dividends than BALFX: TASHX (3.07) vs BALFX (1.76). BALFX was incepted earlier than TASHX: BALFX (26 years) vs TASHX (13 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 : 8.76 vs. BALFX (6.65). TASHX return over 5 years is better than : 38.58 vs. BALFX (31.40).
| BALFX | TASHX | BALFX / TASHX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 8.480 | 5.474 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 892M | 31,951% |
| Annual Yield % from dividends | 1.76 | 3.07 | 57% |
| Returns for 1 year | 6.65 | 8.76 | 76% |
| Returns for 3 years | 41.33 | 45.01 | 92% |
| Returns for 5 years | 31.40 | 38.58 | 81% |
| Returns for 10 years | 83.89 | 119.29 | 70% |
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