BALFX
Price
$40.74
Change
-$0.13 (-0.32%)
Updated
Jun 22 closing price
Net Assets
287.61B
TCSHX
Price
$16.48
Change
-$0.03 (-0.18%)
Updated
Jun 22 closing price
Net Assets
883.65M
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BALFX vs TCSHX

BALFX vs TCSHX Comparison Chart in %
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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 Hold and TCSHX is a StrongBuy.

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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). TCSHX (15.08) and BALFX (14.82) have marching annual gain over last year. TCSHX return over 5 years is better than : 36.18 vs. BALFX (33.97).
BALFXTCSHXBALFX / TCSHX
Total Expense Ratio0.611.6936%
Annual Report Gross Expense Ratio0.611.6936%
Fund Existence25 years12 years-
Gain YTD8.2383.723221%
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 year14.8215.0898%
Returns for 3 years42.7343.4498%
Returns for 5 years33.9736.1894%
Returns for 10 years87.44112.7678%
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