BALCX
Price
$40.69
Change
+$0.10 (+0.25%)
Updated
Jun 2 closing price
Net Assets
278.87B
FKINX
Price
$2.55
Change
-$0.01 (-0.39%)
Updated
Jun 3 closing price
Net Assets
79.81B
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BALCX vs FKINX

Header iconBALCX vs FKINX Comparison
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BALCX vs FKINX Comparison Chart in %
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BALCX vs. FKINX commentary
Jun 04, 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 FKINX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. FKINX (79.8B). FKINX pays higher dividends than BALCX: FKINX (5.18) vs BALCX (1.16). BALCX was incepted earlier than FKINX: BALCX (25 years) vs FKINX (78 years). BALCX (1.30) is less costly to investors than FKINX (0.61). FKINX is a more actively managed with annual turnover of: 62.14 vs. BALCX (50.00). BALCX has a lower initial minimum investment than FKINX: BALCX (250) vs FKINX (1000). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. FKINX (14.43). BALCX (31.27) and FKINX (30.84) have equivalent 5 years return.
BALCXFKINXBALCX / FKINX
Total Expense Ratio1.300.61213%
Annual Report Gross Expense Ratio1.300.61213%
Fund Existence25 years78 years-
Gain YTD9.3725.157182%
Front LoadN/A4%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A250-
Net Assets279B79.8B350%
Annual Yield % from dividends1.165.1822%
Returns for 1 year16.8414.43117%
Returns for 3 years42.3233.74125%
Returns for 5 years31.2730.84101%
Returns for 10 years77.1788.3587%
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