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BCHIX vs TAFTX
BCHIX vs TAFTX Comparison
Open Charts BCHIX vs TAFTX
BCHIX vs TAFTX Comparison Chart in %
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BCHIX vs. TAFTX commentary
Jun 15, 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 BCHIX is a Hold and TAFTX is a Hold.
FUNDAMENTALS
Fundamentals
TAFTX has more cash in the bank: 3.67B vs. BCHIX (1.65B). BCHIX pays higher dividends than TAFTX: BCHIX (4.16) vs TAFTX (3.04). BCHIX was incepted earlier than TAFTX: BCHIX (16 years) vs TAFTX (40 years). TAFTX (0.56) is less costly to investors than BCHIX (0.30). BCHIX is a more actively managed with annual turnover of: 64.00 vs. TAFTX (32.00). TAFTX has a lower initial minimum investment than BCHIX: TAFTX (1000) vs BCHIX (5000000). BCHIX annual gain was more profitable for investors over the last year : 7.54 vs. TAFTX (3.51). BCHIX return over 5 years is better than : 3.57 vs. TAFTX (-8.46).
| BCHIX | TAFTX | BCHIX / TAFTX | |
| Total Expense Ratio | 0.30 | 0.56 | 54% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | 1.978 | 0.119 | 1,661% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 3.67B | 45% |
| Annual Yield % from dividends | 4.16 | 3.04 | 137% |
| Returns for 1 year | 7.54 | 3.51 | 215% |
| Returns for 3 years | 13.98 | 3.53 | 396% |
| Returns for 5 years | 3.57 | -8.46 | -42% |
| Returns for 10 years | 27.89 | -4.27 | -653% |
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