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BALFX vs VTAIX
BALFX vs VTAIX Comparison
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BALFX vs VTAIX Comparison Chart in %
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BALFX vs. VTAIX commentary
Jul 09, 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 VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. VTAIX (567M). VTAIX pays higher dividends than BALFX: VTAIX (2.40) vs BALFX (1.75). BALFX was incepted earlier than VTAIX: BALFX (25 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. VTAIX (46.00). BALFX has a lower initial minimum investment than VTAIX: BALFX (250) vs VTAIX (100000). BALFX annual gain was more profitable for investors over the last year : 13.03 vs. VTAIX (-10.86). BALFX return over 5 years is better than : 33.43 vs. VTAIX (-23.70).
| BALFX | VTAIX | BALFX / VTAIX | |
| Total Expense Ratio | 0.61 | 0.76 | 80% |
| Annual Report Gross Expense Ratio | 0.61 | 0.87 | 70% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 8.963 | 1.636 | 548% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 567M | 50,794% |
| Annual Yield % from dividends | 1.75 | 2.40 | 73% |
| Returns for 1 year | 13.03 | -10.86 | -120% |
| Returns for 3 years | 43.50 | 6.17 | 705% |
| Returns for 5 years | 33.43 | -23.70 | -141% |
| Returns for 10 years | 83.16 | N/A | - |
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