BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
FBAKX
Price
$35.31
Change
+$0.18 (+0.51%)
Updated
Sep 11 closing price
Net Assets
66B
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BALCX vs FBAKX

BALCX vs FBAKX Comparison Chart in %
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BALCX vs. FBAKX commentary
Sep 12, 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 Buy and FBAKX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FBAKX (66B). FBAKX pays higher dividends than BALCX: FBAKX (1.58) vs BALCX (1.14). BALCX was incepted earlier than FBAKX: BALCX (26 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 : 10.01 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. FBAKX (19.59).
BALCXFBAKXBALCX / FBAKX
Total Expense Ratio1.300.39333%
Annual Report Gross Expense Ratio1.300.39333%
Fund Existence26 years18 years-
Gain YTD7.95910.18778%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets285B66B432%
Annual Yield % from dividends1.141.5873%
Returns for 1 year5.8610.0159%
Returns for 3 years38.3142.9789%
Returns for 5 years27.4919.59140%
Returns for 10 years75.1982.2391%
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