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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 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 BALCX is a Buy and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B 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 : 13.39 vs. BALCX (10.48). BALCX return over 5 years is better than : 28.31 vs. FBAKX (20.04).
| 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 | 7.959 | 9.560 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 65.2B | 442% |
| Annual Yield % from dividends | 1.16 | 1.60 | 72% |
| Returns for 1 year | 10.48 | 13.39 | 78% |
| Returns for 3 years | 35.58 | 40.26 | 88% |
| Returns for 5 years | 28.31 | 20.04 | 141% |
| Returns for 10 years | 73.63 | 80.70 | 91% |
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