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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
Aug 23, 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 FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FOBPX (82.3M). FOBPX pays higher dividends than BALCX: FOBPX (1.45) vs BALCX (1.16). 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 : 11.76 vs. FOBPX (2.46). BALCX return over 5 years is better than : 29.99 vs. FOBPX (5.76).
| 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 | 9.604 | 6.469 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 82.3M | 343,864% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 11.76 | 2.46 | 477% |
| Returns for 3 years | 41.83 | 21.23 | 197% |
| Returns for 5 years | 29.99 | 5.76 | 520% |
| Returns for 10 years | 74.16 | 35.59 | 208% |
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