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BALFX vs TSHIX
BALFX vs TSHIX Comparison
Open Charts BALFX vs TSHIX
BALFX vs TSHIX Comparison Chart in %
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BALFX vs. TSHIX commentary
Jun 14, 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 TSHIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TSHIX (885M). TSHIX pays higher dividends than BALFX: TSHIX (3.30) vs BALFX (1.75). BALFX was incepted earlier than TSHIX: BALFX (25 years) vs TSHIX (12 years). TSHIX (0.72) is less costly to investors than BALFX (0.61). TSHIX is a more actively managed with annual turnover of: 53.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than TSHIX: BALFX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 15.72 vs. BALFX (14.88). TSHIX return over 5 years is better than : 41.13 vs. BALFX (33.20).
| BALFX | TSHIX | BALFX / TSHIX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.655 | 4.250 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 885M | 32,542% |
| Annual Yield % from dividends | 1.75 | 3.30 | 53% |
| Returns for 1 year | 14.88 | 15.72 | 95% |
| Returns for 3 years | 42.57 | 46.22 | 92% |
| Returns for 5 years | 33.20 | 41.13 | 81% |
| Returns for 10 years | 84.97 | 129.67 | 66% |
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