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
Sep 13, 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: 285B vs. FOBPX (80.7M). FOBPX pays higher dividends than BALCX: FOBPX (1.43) vs BALCX (1.14). BALCX was incepted earlier than FOBPX: BALCX (26 years) vs FOBPX (15 years). BALCX (1.30) is less costly to investors than FOBPX (1.09). 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 : 5.86 vs. FOBPX (-1.83). BALCX return over 5 years is better than : 27.49 vs. FOBPX (3.99).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | 1.30 | 0.74 | 176% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 7.959 | 5.031 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 80.7M | 353,160% |
| Annual Yield % from dividends | 1.14 | 1.43 | 80% |
| Returns for 1 year | 5.86 | -1.83 | -320% |
| Returns for 3 years | 38.31 | 18.40 | 208% |
| Returns for 5 years | 27.49 | 3.99 | 690% |
| Returns for 10 years | 75.19 | 36.93 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFDIX | 52.10 | 0.45 | +0.87% |
| American Century Large Cap Equity Inv | |||
| PIERX | 33.19 | N/A | N/A |
| Putnam International Equity R | |||
| VGIAX | 120.59 | N/A | N/A |
| Vanguard Growth & Income Adm | |||
| GINUX | 36.06 | N/A | N/A |
| Goldman Sachs Small Cap Gr Insghts R6 | |||
| UNWPX | 2.19 | -0.01 | -0.45% |
| US Global Investors World Prec Mnral | |||