BALFX
Price
$41.00
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
TCSHX
Price
$16.82
Change
+$0.07 (+0.42%)
Updated
Aug 21 closing price
Net Assets
904.31M
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BALFX vs TCSHX

BALFX vs TCSHX Comparison Chart in %
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BALFX vs. TCSHX commentary
Aug 24, 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 Hold and TCSHX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. TCSHX (904M). TCSHX pays higher dividends than BALFX: TCSHX (2.38) vs BALFX (1.78). BALFX was incepted earlier than TCSHX: BALFX (25 years) vs TCSHX (12 years). TCSHX (1.69) is less costly to investors than BALFX (0.61). TCSHX is a more actively managed with annual turnover of: 53.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than TCSHX: BALFX (250) vs TCSHX (1000). TCSHX (12.60) and BALFX (12.57) have marching annual gain over last year. TCSHX return over 5 years is better than : 36.18 vs. BALFX (33.93).
BALFXTCSHXBALFX / TCSHX
Total Expense Ratio0.611.6936%
Annual Report Gross Expense Ratio0.611.6936%
Fund Existence25 years12 years-
Gain YTD10.0646.106165%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets283B904M31,305%
Annual Yield % from dividends1.782.3875%
Returns for 1 year12.5712.60100%
Returns for 3 years44.9045.1899%
Returns for 5 years33.9336.1894%
Returns for 10 years82.80106.7578%
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