Interact to see
Advertisement
Advertisement
BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
BALFX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. VTARX commentary
Jun 29, 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: 288B vs. VTARX (564M). VTARX pays higher dividends than BALFX: VTARX (2.70) vs BALFX (1.75). BALFX was incepted earlier than VTARX: BALFX (25 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). BALFX has a lower initial minimum investment than VTARX: BALFX (250) vs VTARX (2500000). BALFX annual gain was more profitable for investors over the last year : 13.60 vs. VTARX (-11.25). BALFX return over 5 years is better than : 34.53 vs. VTARX (-23.41).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 8.856 | 0.775 | 1,143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 564M | 51,064% |
| Annual Yield % from dividends | 1.75 | 2.70 | 65% |
| Returns for 1 year | 13.60 | -11.25 | -121% |
| Returns for 3 years | 42.64 | 5.43 | 786% |
| Returns for 5 years | 34.53 | -23.41 | -148% |
| Returns for 10 years | 88.27 | -4.79 | -1,843% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers