Interact to see
Advertisement
Advertisement
BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
BALCX vs FFTMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FFTMX commentary
Jul 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 FFTMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FFTMX (10.9B). FFTMX pays higher dividends than BALCX: FFTMX (1.67) vs BALCX (1.14). BALCX was incepted earlier than FFTMX: BALCX (25 years) vs FFTMX (20 years). BALCX (1.30) is less costly to investors than FFTMX (1.10). BALCX is a more actively managed with annual turnover of: 50.00 vs. FFTMX (25.00). FFTMX has a lower initial minimum investment than BALCX: FFTMX (0) vs BALCX (250). BALCX (11.18) and FFTMX (10.75) have marching annual gain over last year. BALCX return over 5 years is better than : 29.01 vs. FFTMX (15.55).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.30 | 1.07 | 121% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 8.148 | 8.536 | 95% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 10.9B | 2,642% |
| Annual Yield % from dividends | 1.14 | 1.67 | 68% |
| Returns for 1 year | 11.18 | 10.75 | 104% |
| Returns for 3 years | 36.57 | 30.25 | 121% |
| Returns for 5 years | 29.01 | 15.55 | 187% |
| Returns for 10 years | 72.74 | 57.74 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement