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BALCX vs FFIMX
BALCX vs FFIMX Comparison
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BALCX vs FFIMX Comparison Chart in %
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BALCX vs. FFIMX commentary
Aug 12, 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 FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FFIMX (10.8B). FFIMX pays higher dividends than BALCX: FFIMX (2.07) vs BALCX (1.16). BALCX was incepted earlier than FFIMX: BALCX (25 years) vs FFIMX (20 years). BALCX (1.30) is less costly to investors than FFIMX (0.60). BALCX is a more actively managed with annual turnover of: 50.00 vs. FFIMX (25.00). FFIMX has a lower initial minimum investment than BALCX: FFIMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.93 vs. FFIMX (10.29). BALCX return over 5 years is better than : 29.74 vs. FFIMX (18.36).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.30 | 0.57 | 228% |
| Annual Report Gross Expense Ratio | 1.30 | 0.60 | 217% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 9.793 | 9.611 | 102% |
| 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 | 2.07 | 56% |
| Returns for 1 year | 11.93 | 10.29 | 116% |
| Returns for 3 years | 39.92 | 35.16 | 114% |
| Returns for 5 years | 29.74 | 18.36 | 162% |
| Returns for 10 years | 74.67 | 64.16 | 116% |
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