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BALFX vs TCSHX
BALFX vs TCSHX Comparison
Open Charts BALFX vs TCSHX
BALFX vs TCSHX Comparison Chart in %
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BALFX vs. TCSHX commentary
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. TCSHX (897M). TCSHX pays higher dividends than BALFX: TCSHX (2.36) vs BALFX (1.76). BALFX was incepted earlier than TCSHX: BALFX (26 years) vs TCSHX (13 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 annual gain was more profitable for investors over the last year : 8.86 vs. BALFX (6.18). TCSHX return over 5 years is better than : 34.79 vs. BALFX (29.91).
| BALFX | TCSHX | BALFX / TCSHX | |
| Total Expense Ratio | 0.61 | 1.69 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.69 | 36% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 7.809 | 5.542 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 897M | 31,773% |
| Annual Yield % from dividends | 1.76 | 2.36 | 75% |
| Returns for 1 year | 6.18 | 8.86 | 70% |
| Returns for 3 years | 40.69 | 42.76 | 95% |
| Returns for 5 years | 29.91 | 34.79 | 86% |
| Returns for 10 years | 82.80 | 107.90 | 77% |
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