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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
Jun 11, 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 (79.4B). FKIQX pays higher dividends than BALCX: FKIQX (5.11) 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 (12.83) and FKIQX (12.50) have marching annual gain over last year. FKIQX return over 5 years is better than : 29.20 vs. BALCX (26.93).
| 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 | 6.381 | 4.715 | 135% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.4B | 363% |
| Annual Yield % from dividends | 1.16 | 5.11 | 23% |
| Returns for 1 year | 12.83 | 12.50 | 103% |
| Returns for 3 years | 38.24 | 31.76 | 120% |
| Returns for 5 years | 26.93 | 29.20 | 92% |
| Returns for 10 years | 72.12 | N/A | - |
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