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
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 FFTMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FFTMX (10.8B). FFTMX pays higher dividends than BALCX: FFTMX (1.60) 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 : 10.48 vs. FFTMX (9.20). BALCX return over 5 years is better than : 28.31 vs. FFTMX (14.04).
| 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 | 7.959 | 7.562 | 105% |
| Front Load | N/A | 4% | - |
| 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 | 1.60 | 72% |
| Returns for 1 year | 10.48 | 9.20 | 114% |
| Returns for 3 years | 35.58 | 28.81 | 123% |
| Returns for 5 years | 28.31 | 14.04 | 202% |
| Returns for 10 years | 73.63 | 56.04 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers