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BALCX vs FOBPX
BALCX vs FOBPX Comparison
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BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Jul 14, 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 FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FOBPX (81.8M). FOBPX pays higher dividends than BALCX: FOBPX (1.47) vs BALCX (1.14). BALCX was incepted earlier than FOBPX: BALCX (25 years) vs FOBPX (15 years). BALCX (1.30) is less costly to investors than FOBPX (1.08). BALCX is a more actively managed with annual turnover of: 50.00 vs. FOBPX (21.00). BALCX has a lower initial minimum investment than FOBPX: BALCX (250) vs FOBPX (5000000). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. FOBPX (1.68). BALCX return over 5 years is better than : 29.01 vs. FOBPX (4.16).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | 1.30 | 0.74 | 176% |
| Annual Report Gross Expense Ratio | 1.30 | 1.08 | 120% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 8.148 | 4.056 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 81.8M | 352,078% |
| Annual Yield % from dividends | 1.14 | 1.47 | 78% |
| Returns for 1 year | 11.18 | 1.68 | 668% |
| Returns for 3 years | 36.57 | 16.02 | 228% |
| Returns for 5 years | 29.01 | 4.16 | 697% |
| Returns for 10 years | 72.74 | 34.07 | 214% |
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