BALFX
Price
$40.32
Change
-$0.42 (-1.03%)
Updated
Jun 23 closing price
Net Assets
287.61B
TCSHX
Price
$16.44
Change
-$0.04 (-0.24%)
Updated
Jun 23 closing price
Net Assets
883.65M
Interact to see
Advertisement

BALFX vs TCSHX

BALFX vs TCSHX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX vs. TCSHX commentary
Jun 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 Buy and TCSHX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TCSHX (884M). 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 (14.82) and TCSHX (14.60) have marching annual gain over last year. TCSHX return over 5 years is better than : 35.85 vs. BALFX (33.97).
BALFXTCSHXBALFX / TCSHX
Total Expense Ratio0.611.6936%
Annual Report Gross Expense Ratio0.611.6936%
Fund Existence25 years12 years-
Gain YTD8.2383.769219%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B884M32,579%
Annual Yield % from dividends1.752.3874%
Returns for 1 year14.8214.60102%
Returns for 3 years42.7343.5098%
Returns for 5 years33.9735.8595%
Returns for 10 years87.44112.8677%
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 %
PACLX36.63N/A
N/A
T. Rowe Price Capital Appreciation Adv
EMGRX12.60N/A
N/A
Nuveen Small Cap Select A
PSMJX12.27N/A
N/A
Principal SmallCap Value II J
FWTFX43.37N/A
N/A
Fidelity Advisor Worldwide M
BGLCX12.40N/A
N/A
Brookfield Global Listed InfrastructureC