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BALCX vs FFCMX
BALCX vs FFCMX Comparison
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BALCX vs FFCMX Comparison Chart in %
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BALCX vs. FFCMX commentary
Aug 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 Buy and FFCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FFCMX (10.8B). BALCX (1.16) and FFCMX (1.13) have matching dividends . BALCX was incepted earlier than FFCMX: BALCX (25 years) vs FFCMX (20 years). FFCMX (1.60) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. FFCMX (25.00). FFCMX has a lower initial minimum investment than BALCX: FFCMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. FFCMX (8.58). BALCX return over 5 years is better than : 28.31 vs. FFCMX (11.05).
| BALCX | FFCMX | BALCX / FFCMX | |
| Total Expense Ratio | 1.30 | 1.57 | 83% |
| Annual Report Gross Expense Ratio | 1.30 | 1.60 | 81% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 7.959 | 7.222 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.8B | 2,667% |
| Annual Yield % from dividends | 1.16 | 1.13 | 102% |
| Returns for 1 year | 10.48 | 8.58 | 122% |
| Returns for 3 years | 35.58 | 26.84 | 133% |
| Returns for 5 years | 28.31 | 11.05 | 256% |
| Returns for 10 years | 73.63 | 49.11 | 150% |
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