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BALFX vs TBARX
BALFX vs TBARX Comparison
Open Charts BALFX vs TBARX
BALFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TBARX (1B). BALFX pays higher dividends than TBARX: BALFX (1.75) vs TBARX (1.65). BALFX was incepted earlier than TBARX: BALFX (25 years) vs TBARX (5 years). TBARX (1.13) is less costly to investors than BALFX (0.61). TBARX is a more actively managed with annual turnover of: 82.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than TBARX: BALFX (250) vs TBARX (50000). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. TBARX (7.11).
| BALFX | TBARX | BALFX / TBARX | |
| Total Expense Ratio | 0.61 | 0.63 | 97% |
| Annual Report Gross Expense Ratio | 0.61 | 1.13 | 54% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 8.533 | 3.696 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1B | 28,800% |
| Annual Yield % from dividends | 1.75 | 1.65 | 106% |
| Returns for 1 year | 12.01 | 7.11 | 169% |
| Returns for 3 years | 39.55 | 34.03 | 116% |
| Returns for 5 years | 32.95 | N/A | - |
| Returns for 10 years | 81.34 | N/A | - |
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