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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
Aug 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 FORKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FORKX (105M). FORKX pays higher dividends than BALCX: FORKX (1.53) vs BALCX (1.16). 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 : 26.81 vs. BALCX (10.99). FORKX return over 5 years is better than : 44.36 vs. BALCX (29.34).
| 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 | 9.793 | 15.608 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 105M | 269,524% |
| Annual Yield % from dividends | 1.16 | 1.53 | 76% |
| Returns for 1 year | 10.99 | 26.81 | 41% |
| Returns for 3 years | 39.92 | 43.45 | 92% |
| Returns for 5 years | 29.34 | 44.36 | 66% |
| Returns for 10 years | 74.67 | N/A | - |
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