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BALFX vs TWBIX
BALFX vs TWBIX Comparison
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BALFX vs TWBIX Comparison Chart in %
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BALFX vs. TWBIX commentary
Sep 13, 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 TWBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. TWBIX (894M). BALFX pays higher dividends than TWBIX: BALFX (1.76) vs TWBIX (1.53). BALFX was incepted earlier than TWBIX: BALFX (26 years) vs TWBIX (38 years). TWBIX (0.89) is less costly to investors than BALFX (0.61). TWBIX is a more actively managed with annual turnover of: 84.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than TWBIX: BALFX (250) vs TWBIX (2500). TWBIX (6.68) and BALFX (6.65) have marching annual gain over last year. BALFX return over 5 years is better than : 31.40 vs. TWBIX (6.08).
| BALFX | TWBIX | BALFX / TWBIX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 26 years | 38 years | - |
| Gain YTD | 8.480 | 4.936 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 894M | 31,879% |
| Annual Yield % from dividends | 1.76 | 1.53 | 116% |
| Returns for 1 year | 6.65 | 6.68 | 100% |
| Returns for 3 years | 41.33 | 36.80 | 112% |
| Returns for 5 years | 31.40 | 6.08 | 516% |
| Returns for 10 years | 83.89 | 46.60 | 180% |
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