Interact to see
Advertisement
Advertisement
BALFX vs TCSHX
BALFX vs TCSHX Comparison
Open Charts BALFX vs TCSHX
BALFX vs TCSHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. TCSHX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. TCSHX (893M). TCSHX pays higher dividends than BALFX: TCSHX (2.38) vs BALFX (1.75). 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). BALFX (17.70) and TCSHX (16.89) have marching annual gain over last year. TCSHX (36.61) and BALFX (35.27) have equivalent 5 years return.
| BALFX | TCSHX | BALFX / TCSHX | |
| Total Expense Ratio | 0.61 | 1.69 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.69 | 36% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 9.673 | 4.351 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 893M | 31,243% |
| Annual Yield % from dividends | 1.75 | 2.38 | 74% |
| Returns for 1 year | 17.70 | 16.89 | 105% |
| Returns for 3 years | 45.43 | 44.88 | 101% |
| Returns for 5 years | 35.27 | 36.61 | 96% |
| Returns for 10 years | 85.79 | 111.22 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement