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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
Jul 31, 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 FBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FBALX (66B). FBALX pays higher dividends than BALCX: FBALX (1.55) vs BALCX (1.14). 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 : 11.47 vs. BALCX (9.98). BALCX return over 5 years is better than : 28.08 vs. FBALX (17.63).
| 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 | 7.770 | 7.714 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 66B | 436% |
| Annual Yield % from dividends | 1.14 | 1.55 | 73% |
| Returns for 1 year | 9.98 | 11.47 | 87% |
| Returns for 3 years | 34.94 | 37.14 | 94% |
| Returns for 5 years | 28.08 | 17.63 | 159% |
| Returns for 10 years | 72.63 | 75.40 | 96% |
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