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BALCX vs FFTMX
BALCX vs FFTMX Comparison
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BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Jun 24, 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 Hold 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 (1.68) vs BALCX (1.16). 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 annual gain was more profitable for investors over the last year : 15.81 vs. FFTMX (13.72). BALCX return over 5 years is better than : 31.93 vs. FFTMX (16.94).
| 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 | 9.011 | 8.854 | 102% |
| 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 | 1.16 | 1.68 | 69% |
| Returns for 1 year | 15.81 | 13.72 | 115% |
| Returns for 3 years | 41.11 | 33.32 | 123% |
| Returns for 5 years | 31.93 | 16.94 | 188% |
| Returns for 10 years | 80.43 | 63.08 | 128% |
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