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BALSX vs REMIX
BALSX vs REMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
REMIX has more cash in the bank: 743M vs. BALSX (12M). REMIX pays higher dividends than BALSX: REMIX (5.38) vs BALSX (0.00). BALSX was incepted earlier than REMIX: BALSX (3 years) vs REMIX (6 years). BALSX (4.20) is less costly to investors than REMIX (1.64). BALSX has a lower initial minimum investment than REMIX: BALSX (1000) vs REMIX (2500). REMIX annual gain was more profitable for investors over the last year : 3.24 vs. BALSX (1.05).
| BALSX | REMIX | BALSX / REMIX | |
| Total Expense Ratio | 1.86 | 1.51 | 123% |
| Annual Report Gross Expense Ratio | 4.20 | 1.64 | 256% |
| Fund Existence | 3 years | 6 years | - |
| Gain YTD | 2.766 | 5.049 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 743M | 2% |
| Annual Yield % from dividends | 0.00 | 5.38 | - |
| Returns for 1 year | 1.05 | 3.24 | 32% |
| Returns for 3 years | N/A | 21.72 | - |
| Returns for 5 years | N/A | 47.10 | - |
| Returns for 10 years | N/A | N/A | - |
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