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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Aug 23, 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 Hold and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. VTARX (560M). VTARX pays higher dividends than BALFX: VTARX (2.61) vs BALFX (1.78). 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). 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 : 12.57 vs. VTARX (-9.99). BALFX return over 5 years is better than : 33.93 vs. VTARX (-23.04).
| 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 | 10.064 | 1.927 | 522% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 560M | 50,536% |
| Annual Yield % from dividends | 1.78 | 2.61 | 68% |
| Returns for 1 year | 12.57 | -9.99 | -126% |
| Returns for 3 years | 44.90 | 6.74 | 666% |
| Returns for 5 years | 33.93 | -23.04 | -147% |
| Returns for 10 years | 82.80 | -10.68 | -776% |
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