Interact to see
Advertisement
Advertisement
BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
BALCX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FBKFX commentary
Jun 24, 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 FBKFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FBKFX (2.42B). FBKFX pays higher dividends than BALCX: FBKFX (1.67) vs BALCX (1.16). BALCX was incepted earlier than FBKFX: BALCX (25 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 : 19.83 vs. BALCX (15.81). FBKFX return over 5 years is better than : 43.90 vs. BALCX (31.93).
| BALCX | FBKFX | BALCX / FBKFX | |
| Total Expense Ratio | 1.30 | 0.32 | 406% |
| Annual Report Gross Expense Ratio | 1.30 | 0.32 | 406% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.011 | 10.463 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.42B | 11,881% |
| Annual Yield % from dividends | 1.16 | 1.67 | 70% |
| Returns for 1 year | 15.81 | 19.83 | 80% |
| Returns for 3 years | 41.11 | 52.82 | 78% |
| Returns for 5 years | 31.93 | 43.90 | 73% |
| Returns for 10 years | 80.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSMX | 102.53 | 2.29 | +2.28% |
| Direxion Daily TSM Bull 2X Shares | |||
| TINS | 29.71 | 0.18 | +0.60% |
| Templeton International Insights ETF | |||
| BAMD | 32.60 | 0.14 | +0.43% |
| Brookstone Dividend Stock ETF | |||
| FXI | 33.43 | 0.13 | +0.39% |
| iShares China Large-Cap ETF | |||
| HAPI | 44.06 | -0.26 | -0.59% |
| Harbor Human Capital Factor US LrgCapETF | |||