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BALCX vs FKIQX
BALCX vs FKIQX Comparison
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BALCX vs FKIQX Comparison Chart in %
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BALCX vs. FKIQX commentary
Jul 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 FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FKIQX (79.7B). FKIQX pays higher dividends than BALCX: FKIQX (5.16) vs BALCX (1.14). BALCX was incepted earlier than FKIQX: BALCX (25 years) vs FKIQX (8 years). BALCX (1.30) is less costly to investors than FKIQX (0.71). FKIQX is a more actively managed with annual turnover of: 62.14 vs. BALCX (50.00). BALCX has a lower initial minimum investment than FKIQX: BALCX (250) vs FKIQX (1000). BALCX annual gain was more profitable for investors over the last year : 12.30 vs. FKIQX (11.06). FKIQX (30.84) and BALCX (29.99) have equivalent 5 years return.
| BALCX | FKIQX | BALCX / FKIQX | |
| Total Expense Ratio | 1.30 | 0.71 | 183% |
| Annual Report Gross Expense Ratio | 1.30 | 0.71 | 183% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 8.876 | 5.589 | 159% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.7B | 361% |
| Annual Yield % from dividends | 1.14 | 5.16 | 22% |
| Returns for 1 year | 12.30 | 11.06 | 111% |
| Returns for 3 years | 39.03 | 32.25 | 121% |
| Returns for 5 years | 29.99 | 30.84 | 97% |
| Returns for 10 years | 76.31 | N/A | - |
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