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
Aug 03, 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 (555M). 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). 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 : 11.29 vs. VTARX (-12.09). BALFX return over 5 years is better than : 32.23 vs. VTARX (-24.44).
| 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 | 8.372 | 0.356 | 2,354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 555M | 51,892% |
| Annual Yield % from dividends | 1.78 | 2.61 | 68% |
| Returns for 1 year | 11.29 | -12.09 | -93% |
| Returns for 3 years | 38.49 | 1.05 | 3,654% |
| Returns for 5 years | 32.23 | -24.44 | -132% |
| Returns for 10 years | 82.24 | -10.31 | -798% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IUAAX | 34.55 | 0.23 | +0.67% |
| VY® Invesco Equity and Income A | |||
| RGEAX | 12.17 | 0.05 | +0.41% |
| Russell Inv Global Equity A | |||
| VWNAX | 91.78 | 0.31 | +0.34% |
| Vanguard Windsor II Admiral | |||
| NCIGX | 38.85 | -0.19 | -0.49% |
| Nuveen International Value C | |||
| MISCX | 15.94 | -0.12 | -0.75% |
| BNY Mellon Small Cap Multi-Strategy Inv | |||