BALCX
Price
$39.81
Change
-$0.08 (-0.20%)
Updated
Jul 24 closing price
Net Assets
288.09B
FCISX
Price
$2.60
Change
+$0.01 (+0.39%)
Updated
Jul 24 closing price
Net Assets
79.23B
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BALCX vs FCISX

BALCX vs FCISX Comparison Chart in %
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BALCX vs. FCISX commentary
Jul 26, 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 (79.2B). 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 (9.54) and FCISX (9.48) have marching annual gain over last year. FCISX (28.65) and BALCX (27.72) have equivalent 5 years return.
BALCXFCISXBALCX / FCISX
Total Expense Ratio1.301.11117%
Annual Report Gross Expense Ratio1.301.11117%
Fund Existence25 years31 years-
Gain YTD7.3664.794154%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A250-
Net Assets288B79.2B364%
Annual Yield % from dividends1.144.6525%
Returns for 1 year9.549.48101%
Returns for 3 years34.7027.67125%
Returns for 5 years27.7228.6597%
Returns for 10 years71.5673.0698%
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