Interact to see
Advertisement
Advertisement
BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
BALCX vs FOBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FOBPX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FOBPX (82M). 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 : 10.48 vs. FOBPX (1.23). BALCX return over 5 years is better than : 28.31 vs. FOBPX (4.63).
| 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 | 7.959 | 4.775 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 82M | 351,220% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 10.48 | 1.23 | 853% |
| Returns for 3 years | 35.58 | 15.93 | 223% |
| Returns for 5 years | 28.31 | 4.63 | 612% |
| Returns for 10 years | 73.63 | 34.92 | 211% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers