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BALCX vs FBALX
BALCX vs FBALX Comparison
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BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Jun 20, 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 FBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FBALX (65.8B). FBALX pays higher dividends than BALCX: FBALX (1.56) vs BALCX (1.16). BALCX was incepted earlier than FBALX: BALCX (25 years) vs FBALX (40 years). BALCX (1.30) is less costly to investors than FBALX (0.46). BALCX is a more actively managed with annual turnover of: 50.00 vs. FBALX (41.00). FBALX has a lower initial minimum investment than BALCX: FBALX (0) vs BALCX (250). FBALX annual gain was more profitable for investors over the last year : 19.19 vs. BALCX (16.05). BALCX return over 5 years is better than : 33.55 vs. FBALX (24.23).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.30 | 0.46 | 283% |
| Annual Report Gross Expense Ratio | 1.30 | 0.46 | 283% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 9.388 | 10.205 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 65.8B | 438% |
| Annual Yield % from dividends | 1.16 | 1.56 | 75% |
| Returns for 1 year | 16.05 | 19.19 | 84% |
| Returns for 3 years | 36.57 | 38.43 | 95% |
| Returns for 5 years | 33.55 | 24.23 | 138% |
| Returns for 10 years | 78.97 | 84.94 | 93% |
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