Interact to see
Advertisement
Advertisement
BALCX vs FKIQX
BALCX vs FKIQX Comparison
Open Charts BALCX vs FKIQX
BALCX vs FKIQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FKIQX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FKIQX (80.5B). FKIQX pays higher dividends than BALCX: FKIQX (5.15) vs BALCX (1.16). 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 (11.76) and FKIQX (11.43) have marching annual gain over last year. FKIQX return over 5 years is better than : 33.01 vs. BALCX (29.99).
| 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 | 9.604 | 7.298 | 132% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 80.5B | 352% |
| Annual Yield % from dividends | 1.16 | 5.15 | 22% |
| Returns for 1 year | 11.76 | 11.43 | 103% |
| Returns for 3 years | 41.83 | 36.18 | 116% |
| Returns for 5 years | 29.99 | 33.01 | 91% |
| Returns for 10 years | 74.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWWNX | 108.52 | 1.61 | +1.51% |
| American Funds New World 529-F-3 | |||
| TSCHX | 24.24 | 0.21 | +0.87% |
| Nuveen Quant Small Cap Equity I | |||
| NWXQX | 18.11 | 0.09 | +0.50% |
| Nationwide Mid Cap Market Idx Instl Svc | |||
| NQVAX | 74.47 | 0.35 | +0.47% |
| Nuveen Multi Cap Value A | |||
| GGIJX | 13.92 | -0.15 | -1.07% |
| Goldman Sachs Global Infras R6 | |||