BALFX
Price
$40.43
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
TBLRX
Price
$10.50
Change
-$0.06 (-0.57%)
Updated
Jul 13 closing price
Net Assets
71M
Interact to see
Advertisement

BALFX vs TBLRX

BALFX vs TBLRX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX vs. TBLRX 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 TBLRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TBLRX (71M). BALFX pays higher dividends than TBLRX: BALFX (1.75) vs TBLRX (1.20). BALFX was incepted earlier than TBLRX: BALFX (25 years) vs TBLRX (32 years). TBLRX (1.23) is less costly to investors than BALFX (0.61). TBLRX (52.00) and BALFX (50.00) have comparable annual turnover. TBLRX has a lower initial minimum investment than BALFX: TBLRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. TBLRX (-12.94). BALFX return over 5 years is better than : 32.95 vs. TBLRX (-16.95).
BALFXTBLRXBALFX / TBLRX
Total Expense Ratio0.611.1055%
Annual Report Gross Expense Ratio0.611.2350%
Fund Existence25 years32 years-
Gain YTD8.5335.306161%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B71M405,634%
Annual Yield % from dividends1.751.20147%
Returns for 1 year12.01-12.94-93%
Returns for 3 years39.55-3.75-1,054%
Returns for 5 years32.95-16.95-194%
Returns for 10 years81.3414.94544%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NQCAX6.57N/A
N/A
Nuveen Large Cap Value Opportunities A
FCHKX67.78N/A
N/A
Fidelity Advisor China Region C
TVFVX82.75N/A
N/A
Third Avenue Value Investor
BRUDX18.93N/A
N/A
MFS Blended Research Value Equity A
SSSYX567.59N/A
N/A
State Street Equity 500 Index K