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BALCX vs FSAAX
BALCX vs FSAAX Comparison
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BALCX vs FSAAX Comparison Chart in %
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BALCX vs. FSAAX 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 FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FSAAX (5.6B). FSAAX pays higher dividends than BALCX: FSAAX (1.60) vs BALCX (1.16). BALCX was incepted earlier than FSAAX: BALCX (25 years) vs FSAAX (19 years). BALCX (1.30) is less costly to investors than FSAAX (0.95). BALCX is a more actively managed with annual turnover of: 50.00 vs. FSAAX (29.00). FSAAX has a lower initial minimum investment than BALCX: FSAAX (0) vs BALCX (250). FSAAX annual gain was more profitable for investors over the last year : 12.78 vs. BALCX (10.48). BALCX return over 5 years is better than : 28.31 vs. FSAAX (24.75).
| BALCX | FSAAX | BALCX / FSAAX | |
| Total Expense Ratio | 1.30 | 0.92 | 141% |
| Annual Report Gross Expense Ratio | 1.30 | 0.95 | 137% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.959 | 8.898 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.6B | 5,141% |
| Annual Yield % from dividends | 1.16 | 1.60 | 72% |
| Returns for 1 year | 10.48 | 12.78 | 82% |
| Returns for 3 years | 35.58 | 36.49 | 97% |
| Returns for 5 years | 28.31 | 24.75 | 114% |
| Returns for 10 years | 73.63 | 84.43 | 87% |
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