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BALCX vs FORKX
BALCX vs FORKX Comparison
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BALCX vs FORKX Comparison Chart in %
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BALCX vs. FORKX commentary
Sep 04, 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 FORKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FORKX (104M). FORKX pays higher dividends than BALCX: FORKX (1.49) vs BALCX (1.14). BALCX was incepted earlier than FORKX: BALCX (25 years) vs FORKX (8 years). BALCX (1.30) is less costly to investors than FORKX (1.04). FORKX is a more actively managed with annual turnover of: 68.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than FORKX: BALCX (250) vs FORKX (25000). FORKX annual gain was more profitable for investors over the last year : 26.57 vs. BALCX (10.43). FORKX return over 5 years is better than : 45.21 vs. BALCX (27.77).
| BALCX | FORKX | BALCX / FORKX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 1.04 | 125% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 9.442 | 16.515 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 104M | 272,115% |
| Annual Yield % from dividends | 1.14 | 1.49 | 77% |
| Returns for 1 year | 10.43 | 26.57 | 39% |
| Returns for 3 years | 39.29 | 44.12 | 89% |
| Returns for 5 years | 27.77 | 45.21 | 61% |
| Returns for 10 years | 74.39 | N/A | - |
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