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BALFX vs TBLRX
BALFX vs TBLRX Comparison
Open Charts BALFX vs TBLRX
BALFX vs TBLRX Comparison Chart in %
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BALFX vs. TBLRX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TBLRX (70.3M). BALFX pays higher dividends than TBLRX: BALFX (1.78) 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 : 11.29 vs. TBLRX (-14.21). BALFX return over 5 years is better than : 32.23 vs. TBLRX (-17.92).
| BALFX | TBLRX | BALFX / TBLRX | |
| Total Expense Ratio | 0.61 | 1.10 | 55% |
| Annual Report Gross Expense Ratio | 0.61 | 1.23 | 50% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 8.372 | 4.608 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 70.3M | 409,673% |
| Annual Yield % from dividends | 1.78 | 1.20 | 149% |
| Returns for 1 year | 11.29 | -14.21 | -79% |
| Returns for 3 years | 38.49 | -5.05 | -762% |
| Returns for 5 years | 32.23 | -17.92 | -180% |
| Returns for 10 years | 82.24 | 13.84 | 594% |
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