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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FSAAX (5.65B). FSAAX pays higher dividends than BALCX: FSAAX (1.58) vs BALCX (1.14). 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 : 14.49 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. FSAAX (26.44).
| 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 | 8.148 | 9.959 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.65B | 5,095% |
| Annual Yield % from dividends | 1.14 | 1.58 | 72% |
| Returns for 1 year | 11.18 | 14.49 | 77% |
| Returns for 3 years | 36.57 | 38.31 | 95% |
| Returns for 5 years | 29.01 | 26.44 | 110% |
| Returns for 10 years | 72.74 | 86.56 | 84% |
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