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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
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 FIQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FIQAX (5.65B). FIQAX pays higher dividends than BALCX: FIQAX (1.94) vs BALCX (1.14). 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 : 14.99 vs. BALCX (11.18). BALCX (29.01) and FIQAX (28.91) 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 | 8.148 | 10.153 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.65B | 5,095% |
| Annual Yield % from dividends | 1.14 | 1.94 | 59% |
| Returns for 1 year | 11.18 | 14.99 | 75% |
| Returns for 3 years | 36.57 | 39.92 | 92% |
| Returns for 5 years | 29.01 | 28.91 | 100% |
| Returns for 10 years | 72.74 | N/A | - |
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