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BALCX vs FBMCX
BALCX vs FBMCX Comparison
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BALCX vs FBMCX Comparison Chart in %
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BALCX vs. FBMCX commentary
Sep 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 Hold and FBMCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FBMCX (3.43B). FBMCX pays higher dividends than BALCX: FBMCX (3.60) vs BALCX (1.14). BALCX was incepted earlier than FBMCX: BALCX (25 years) vs FBMCX (20 years). FBMCX (1.66) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. FBMCX (42.27). BALCX has a lower initial minimum investment than FBMCX: BALCX (250) vs FBMCX (1000). BALCX (10.40) and FBMCX (10.17) have marching annual gain over last year. BALCX return over 5 years is better than : 27.36 vs. FBMCX (15.96).
| BALCX | FBMCX | BALCX / FBMCX | |
| Total Expense Ratio | 1.30 | 1.66 | 78% |
| Annual Report Gross Expense Ratio | 1.30 | 1.66 | 78% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 9.092 | 6.779 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 3.43B | 8,256% |
| Annual Yield % from dividends | 1.14 | 3.60 | 32% |
| Returns for 1 year | 10.40 | 10.17 | 102% |
| Returns for 3 years | 38.85 | 25.54 | 152% |
| Returns for 5 years | 27.36 | 15.96 | 171% |
| Returns for 10 years | 73.83 | 46.59 | 158% |
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