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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
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FOBAX (81.3M). FOBAX pays higher dividends than BALCX: FOBAX (1.20) vs BALCX (1.14). 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 : 9.41 vs. FOBAX (0.27). BALCX return over 5 years is better than : 27.81 vs. FOBAX (3.31).
| 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 | 7.474 | 3.927 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 81.3M | 354,244% |
| Annual Yield % from dividends | 1.14 | 1.20 | 95% |
| Returns for 1 year | 9.41 | 0.27 | 3,505% |
| Returns for 3 years | 34.66 | 14.67 | 236% |
| Returns for 5 years | 27.81 | 3.31 | 841% |
| Returns for 10 years | 71.67 | 31.95 | 224% |
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