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BALFX vs TSHIX
BALFX vs TSHIX Comparison
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BALFX vs TSHIX Comparison Chart in %
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BALFX vs. TSHIX 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 TSHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. TSHIX (886M). TSHIX pays higher dividends than BALFX: TSHIX (3.32) vs BALFX (1.78). 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 : 12.89 vs. BALFX (11.29). TSHIX return over 5 years is better than : 41.05 vs. BALFX (32.23).
| 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 | 8.372 | 5.356 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 886M | 32,506% |
| Annual Yield % from dividends | 1.78 | 3.32 | 54% |
| Returns for 1 year | 11.29 | 12.89 | 88% |
| Returns for 3 years | 38.49 | 43.62 | 88% |
| Returns for 5 years | 32.23 | 41.05 | 79% |
| Returns for 10 years | 82.24 | 124.76 | 66% |
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