BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
FBKFX
Price
$19.08
Change
+$0.09 (+0.47%)
Updated
Sep 11 closing price
Net Assets
2.46B
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BALCX vs FBKFX

BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Sep 13, 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 FBKFX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FBKFX (2.46B). FBKFX pays higher dividends than BALCX: FBKFX (1.66) vs BALCX (1.14). BALCX was incepted earlier than FBKFX: BALCX (26 years) vs FBKFX (7 years). BALCX (1.30) is less costly to investors than FBKFX (0.32). FBKFX is a more actively managed with annual turnover of: 53.00 vs. BALCX (50.00). FBKFX has a lower initial minimum investment than BALCX: FBKFX (0) vs BALCX (250). FBKFX annual gain was more profitable for investors over the last year : 10.11 vs. BALCX (5.86). FBKFX return over 5 years is better than : 39.76 vs. BALCX (27.49).
BALCXFBKFXBALCX / FBKFX
Total Expense Ratio1.300.32406%
Annual Report Gross Expense Ratio1.300.32406%
Fund Existence26 years7 years-
Gain YTD7.95910.43876%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets285B2.46B11,585%
Annual Yield % from dividends1.141.6669%
Returns for 1 year5.8610.1158%
Returns for 3 years38.3150.2176%
Returns for 5 years27.4939.7669%
Returns for 10 years75.19N/A-
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