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BALCX vs FIQAX
BALCX vs FIQAX Comparison
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BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX 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 FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FIQAX (5.61B). FIQAX pays higher dividends than BALCX: FIQAX (1.95) vs BALCX (1.16). BALCX was incepted earlier than FIQAX: BALCX (25 years) vs FIQAX (8 years). BALCX (1.30) is less costly to investors than FIQAX (0.58). BALCX is a more actively managed with annual turnover of: 50.00 vs. FIQAX (29.00). FIQAX has a lower initial minimum investment than BALCX: FIQAX (0) vs BALCX (250). FIQAX annual gain was more profitable for investors over the last year : 18.64 vs. BALCX (15.81). BALCX (31.93) and FIQAX (30.72) have equivalent 5 years return.
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.30 | 0.55 | 236% |
| Annual Report Gross Expense Ratio | 1.30 | 0.58 | 224% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 9.011 | 10.446 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.61B | 5,136% |
| Annual Yield % from dividends | 1.16 | 1.95 | 60% |
| Returns for 1 year | 15.81 | 18.64 | 85% |
| Returns for 3 years | 41.11 | 43.72 | 94% |
| Returns for 5 years | 31.93 | 30.72 | 104% |
| Returns for 10 years | 80.43 | N/A | - |
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