BALCX
Price
$40.37
Change
-$0.02 (-0.05%)
Updated
Jul 2 closing price
Net Assets
287.61B
FCISX
Price
$2.61
Change
+$0.01 (+0.38%)
Updated
Jul 2 closing price
Net Assets
79.72B
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BALCX vs FCISX

BALCX vs FCISX Comparison Chart in %
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BALCX vs. FCISX commentary
Jul 06, 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 FCISX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FCISX (79.7B). FCISX pays higher dividends than BALCX: FCISX (4.65) vs BALCX (1.14). BALCX was incepted earlier than FCISX: BALCX (25 years) vs FCISX (31 years). BALCX (1.30) is less costly to investors than FCISX (1.11). FCISX is a more actively managed with annual turnover of: 62.14 vs. BALCX (50.00). BALCX has a lower initial minimum investment than FCISX: BALCX (250) vs FCISX (1000). BALCX annual gain was more profitable for investors over the last year : 12.30 vs. FCISX (10.34). BALCX (29.99) and FCISX (28.63) have equivalent 5 years return.
BALCXFCISXBALCX / FCISX
Total Expense Ratio1.301.11117%
Annual Report Gross Expense Ratio1.301.11117%
Fund Existence25 years31 years-
Gain YTD8.8765.197171%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A250-
Net Assets288B79.7B361%
Annual Yield % from dividends1.144.6525%
Returns for 1 year12.3010.34119%
Returns for 3 years39.0330.38128%
Returns for 5 years29.9928.63105%
Returns for 10 years76.3178.4497%
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