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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
Sep 13, 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 FNCFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FNCFX (79.7B). FNCFX pays higher dividends than BALCX: FNCFX (5.38) vs BALCX (1.14). BALCX was incepted earlier than FNCFX: BALCX (26 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). FNCFX annual gain was more profitable for investors over the last year : 9.11 vs. BALCX (5.86). FNCFX return over 5 years is better than : 33.96 vs. BALCX (27.49).
| BALCX | FNCFX | BALCX / FNCFX | |
| Total Expense Ratio | 1.30 | 0.42 | 310% |
| Annual Report Gross Expense Ratio | 1.30 | 0.42 | 310% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 7.959 | 6.325 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 79.7B | 358% |
| Annual Yield % from dividends | 1.14 | 5.38 | 21% |
| Returns for 1 year | 5.86 | 9.11 | 64% |
| Returns for 3 years | 38.31 | 34.53 | 111% |
| Returns for 5 years | 27.49 | 33.96 | 81% |
| Returns for 10 years | 75.19 | 87.76 | 86% |
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