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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TASHX (894M). TASHX pays higher dividends than BALFX: TASHX (3.10) 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). TASHX annual gain was more profitable for investors over the last year : 13.84 vs. BALFX (12.01). TASHX return over 5 years is better than : 39.94 vs. BALFX (32.95).
| 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 | 8.533 | 5.458 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 894M | 32,215% |
| Annual Yield % from dividends | 1.75 | 3.10 | 57% |
| Returns for 1 year | 12.01 | 13.84 | 87% |
| Returns for 3 years | 39.55 | 44.30 | 89% |
| Returns for 5 years | 32.95 | 39.94 | 82% |
| Returns for 10 years | 81.34 | 119.47 | 68% |
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