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BALCX vs FKIQX
BALCX vs FKIQX Comparison
Open Charts BALCX vs FKIQX
BALCX vs FKIQX Comparison Chart in %
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BALCX vs. FKIQX commentary
Sep 12, 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 FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FKIQX (79.5B). FKIQX pays higher dividends than BALCX: FKIQX (5.10) vs BALCX (1.14). BALCX was incepted earlier than FKIQX: BALCX (26 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). FKIQX annual gain was more profitable for investors over the last year : 8.80 vs. BALCX (5.86). FKIQX return over 5 years is better than : 31.57 vs. BALCX (27.49).
| BALCX | FKIQX | BALCX / FKIQX | |
| Total Expense Ratio | 1.30 | 0.71 | 183% |
| Annual Report Gross Expense Ratio | 1.30 | 0.71 | 183% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 7.959 | 6.091 | 131% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 79.5B | 358% |
| Annual Yield % from dividends | 1.14 | 5.10 | 22% |
| Returns for 1 year | 5.86 | 8.80 | 67% |
| Returns for 3 years | 38.31 | 33.43 | 115% |
| Returns for 5 years | 27.49 | 31.57 | 87% |
| Returns for 10 years | 75.19 | N/A | - |
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