BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
FBKFX
Price
$18.88
Change
+$0.09 (+0.48%)
Updated
Jul 31 closing price
Net Assets
2.42B
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BALCX vs FBKFX

BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX 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 FBKFX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FBKFX (2.42B). FBKFX pays higher dividends than BALCX: FBKFX (1.69) 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 : 13.67 vs. BALCX (10.48). FBKFX return over 5 years is better than : 40.28 vs. BALCX (28.31).
BALCXFBKFXBALCX / FBKFX
Total Expense Ratio1.300.32406%
Annual Report Gross Expense Ratio1.300.32406%
Fund Existence25 years7 years-
Gain YTD7.9599.79981%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B2.42B11,896%
Annual Yield % from dividends1.161.6969%
Returns for 1 year10.4813.6777%
Returns for 3 years35.5847.3675%
Returns for 5 years28.3140.2870%
Returns for 10 years73.63N/A-
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