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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
Aug 14, 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 FBMCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FBMCX (3.46B). FBMCX pays higher dividends than BALCX: FBMCX (3.60) vs BALCX (1.16). 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). FBMCX (11.61) and BALCX (11.32) have marching annual gain over last year. BALCX return over 5 years is better than : 30.01 vs. FBMCX (16.75).
| 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 | 10.359 | 7.573 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 3.46B | 8,172% |
| Annual Yield % from dividends | 1.16 | 3.60 | 32% |
| Returns for 1 year | 11.32 | 11.61 | 98% |
| Returns for 3 years | 40.46 | 26.46 | 153% |
| Returns for 5 years | 30.01 | 16.75 | 179% |
| Returns for 10 years | 75.36 | 47.43 | 159% |
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