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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 29, 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 FOBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FOBAX (80.9M). 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 (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 : 12.78 vs. FOBAX (0.89). BALCX return over 5 years is better than : 30.54 vs. FOBAX (3.27).
| 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 | 8.498 | 2.120 | 401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 80.9M | 355,995% |
| Annual Yield % from dividends | 1.16 | 1.20 | 97% |
| Returns for 1 year | 12.78 | 0.89 | 1,438% |
| Returns for 3 years | 39.61 | 15.64 | 253% |
| Returns for 5 years | 30.54 | 3.27 | 935% |
| Returns for 10 years | 79.35 | 34.82 | 228% |
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