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BALFX vs VTARX
BALFX vs VTARX Comparison
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BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Sep 12, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. VTARX (545M). VTARX pays higher dividends than BALFX: VTARX (2.58) vs BALFX (1.76). BALFX was incepted earlier than VTARX: BALFX (26 years) vs VTARX (6 years). VTARX (0.76) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. VTARX (46.00). VTARX has a lower initial minimum investment than BALFX: VTARX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. VTARX (-13.51). BALFX return over 5 years is better than : 31.40 vs. VTARX (-27.50).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 8.480 | -0.378 | -2,246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 545M | 52,294% |
| Annual Yield % from dividends | 1.76 | 2.58 | 68% |
| Returns for 1 year | 6.65 | -13.51 | -49% |
| Returns for 3 years | 41.33 | 2.54 | 1,627% |
| Returns for 5 years | 31.40 | -27.50 | -114% |
| Returns for 10 years | 83.89 | -10.72 | -782% |
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