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BALCX vs FNCFX
BALCX vs FNCFX Comparison
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BALCX vs FNCFX Comparison Chart in %
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BALCX vs. FNCFX 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 FNCFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FNCFX (80.5B). FNCFX pays higher dividends than BALCX: FNCFX (5.43) vs BALCX (1.16). BALCX was incepted earlier than FNCFX: BALCX (25 years) vs FNCFX (13 years). BALCX (1.30) is less costly to investors than FNCFX (0.42). FNCFX is a more actively managed with annual turnover of: 62.14 vs. BALCX (50.00). BALCX has a lower initial minimum investment than FNCFX: BALCX (250) vs FNCFX (1000000). BALCX (11.76) and FNCFX (11.31) have marching annual gain over last year. FNCFX return over 5 years is better than : 34.36 vs. BALCX (29.99).
| BALCX | FNCFX | BALCX / FNCFX | |
| Total Expense Ratio | 1.30 | 0.42 | 310% |
| Annual Report Gross Expense Ratio | 1.30 | 0.42 | 310% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 9.604 | 7.091 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 80.5B | 352% |
| Annual Yield % from dividends | 1.16 | 5.43 | 21% |
| Returns for 1 year | 11.76 | 11.31 | 104% |
| Returns for 3 years | 41.83 | 36.77 | 114% |
| Returns for 5 years | 29.99 | 34.36 | 87% |
| Returns for 10 years | 74.16 | 87.09 | 85% |
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