BALFX
Price
$40.37
Change
+$0.07 (+0.17%)
Updated
Jul 31 closing price
Net Assets
288.09B
TCSHX
Price
$16.60
Change
+$0.05 (+0.30%)
Updated
Jul 31 closing price
Net Assets
886.46M
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BALFX vs TCSHX

BALFX vs TCSHX Comparison Chart in %
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BALFX vs. TCSHX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TCSHX (886M). 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 (11.78) and BALFX (11.29) have marching annual gain over last year. TCSHX return over 5 years is better than : 34.78 vs. BALFX (32.23).
BALFXTCSHXBALFX / TCSHX
Total Expense Ratio0.611.6936%
Annual Report Gross Expense Ratio0.611.6936%
Fund Existence25 years12 years-
Gain YTD8.3724.718177%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B886M32,506%
Annual Yield % from dividends1.782.3875%
Returns for 1 year11.2911.7896%
Returns for 3 years38.4939.5297%
Returns for 5 years32.2334.7893%
Returns for 10 years82.24107.1077%
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