BALCX
Price
$40.64
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
FBKFX
Price
$19.13
Change
-$0.14 (-0.73%)
Updated
Aug 20 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 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B 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 : 14.64 vs. BALCX (11.76). FBKFX return over 5 years is better than : 41.75 vs. BALCX (29.99).
BALCXFBKFXBALCX / FBKFX
Total Expense Ratio1.300.32406%
Annual Report Gross Expense Ratio1.300.32406%
Fund Existence25 years7 years-
Gain YTD9.60411.25385%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets283B2.42B11,689%
Annual Yield % from dividends1.161.6969%
Returns for 1 year11.7614.6480%
Returns for 3 years41.8353.9678%
Returns for 5 years29.9941.7572%
Returns for 10 years74.16N/A-
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