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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
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FOBPX (81.1M). FOBPX pays higher dividends than BALCX: FOBPX (1.46) 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 : 15.81 vs. FOBPX (2.50). BALCX return over 5 years is better than : 31.93 vs. FOBPX (4.05).
| 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 | 9.011 | 2.001 | 450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 81.1M | 355,117% |
| Annual Yield % from dividends | 1.16 | 1.46 | 79% |
| Returns for 1 year | 15.81 | 2.50 | 632% |
| Returns for 3 years | 41.11 | 16.27 | 253% |
| Returns for 5 years | 31.93 | 4.05 | 788% |
| Returns for 10 years | 80.43 | 36.13 | 223% |
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