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BALCX vs FBAKX
BALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKX
BALCX vs FBAKX Comparison Chart in %
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BALCX vs. FBAKX 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 BALCX is a Hold and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FBAKX (65.2B). FBAKX pays higher dividends than BALCX: FBAKX (1.60) vs BALCX (1.16). BALCX was incepted earlier than FBAKX: BALCX (25 years) vs FBAKX (18 years). BALCX (1.30) is less costly to investors than FBAKX (0.39). BALCX is a more actively managed with annual turnover of: 50.00 vs. FBAKX (41.00). FBAKX has a lower initial minimum investment than BALCX: FBAKX (0) vs BALCX (250). FBAKX annual gain was more profitable for investors over the last year : 14.44 vs. BALCX (11.76). BALCX return over 5 years is better than : 29.99 vs. FBAKX (21.34).
| BALCX | FBAKX | BALCX / FBAKX | |
| Total Expense Ratio | 1.30 | 0.39 | 333% |
| Annual Report Gross Expense Ratio | 1.30 | 0.39 | 333% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 9.604 | 11.034 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 65.2B | 434% |
| Annual Yield % from dividends | 1.16 | 1.60 | 72% |
| Returns for 1 year | 11.76 | 14.44 | 81% |
| Returns for 3 years | 41.83 | 46.61 | 90% |
| Returns for 5 years | 29.99 | 21.34 | 140% |
| Returns for 10 years | 74.16 | 79.87 | 93% |
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