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BALCX vs FOBAX
BALCX vs FOBAX Comparison
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BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Aug 27, 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 FOBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FOBAX (82.4M). FOBAX (1.18) and BALCX (1.16) have matching dividends . BALCX was incepted earlier than FOBAX: BALCX (25 years) vs FOBAX (30 years). FOBAX (1.32) and BALCX (1.30) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 50.00 vs. FOBAX (21.00). BALCX has a lower initial minimum investment than FOBAX: BALCX (250) vs FOBAX (1000). BALCX annual gain was more profitable for investors over the last year : 11.14 vs. FOBAX (1.77). BALCX return over 5 years is better than : 29.74 vs. FOBAX (5.11).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | 1.30 | 0.91 | 143% |
| Annual Report Gross Expense Ratio | 1.30 | 1.32 | 98% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 9.793 | 6.488 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 82.4M | 343,447% |
| Annual Yield % from dividends | 1.16 | 1.18 | 98% |
| Returns for 1 year | 11.14 | 1.77 | 631% |
| Returns for 3 years | 41.70 | 20.58 | 203% |
| Returns for 5 years | 29.74 | 5.11 | 582% |
| Returns for 10 years | 75.65 | 35.36 | 214% |
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