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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. FOBAX (82.5M). FOBAX (1.20) 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 (22.00). 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 : 16.64 vs. FOBAX (3.92). BALCX return over 5 years is better than : 30.83 vs. FOBAX (5.39).
| 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 | 9.642 | 3.178 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 82.5M | 338,182% |
| Annual Yield % from dividends | 1.16 | 1.20 | 97% |
| Returns for 1 year | 16.64 | 3.92 | 424% |
| Returns for 3 years | 42.67 | 18.53 | 230% |
| Returns for 5 years | 30.83 | 5.39 | 572% |
| Returns for 10 years | 77.61 | 34.04 | 228% |
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