BALCX
Price
$40.75
Change
-$0.17 (-0.42%)
Updated
Aug 14 closing price
Net Assets
282.59B
FSANX
Price
$19.09
Change
-$0.02 (-0.10%)
Updated
Aug 14 closing price
Net Assets
5.6B
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BALCX vs FSANX

BALCX vs FSANX Comparison Chart in %
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BALCX vs. FSANX commentary
Aug 16, 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 FSANX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FSANX (5.6B). FSANX pays higher dividends than BALCX: FSANX (1.85) vs BALCX (1.16). BALCX was incepted earlier than FSANX: BALCX (25 years) vs FSANX (19 years). BALCX (1.30) is less costly to investors than FSANX (0.65). BALCX is a more actively managed with annual turnover of: 50.00 vs. FSANX (29.00). FSANX has a lower initial minimum investment than BALCX: FSANX (0) vs BALCX (250). FSANX annual gain was more profitable for investors over the last year : 13.87 vs. BALCX (10.95). BALCX (29.47) and FSANX (28.90) have equivalent 5 years return.
BALCXFSANXBALCX / FSANX
Total Expense Ratio1.300.63206%
Annual Report Gross Expense Ratio1.300.65200%
Fund Existence25 years19 years-
Gain YTD9.90111.95183%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets283B5.6B5,052%
Annual Yield % from dividends1.161.8562%
Returns for 1 year10.9513.8779%
Returns for 3 years41.0445.3990%
Returns for 5 years29.4728.90102%
Returns for 10 years75.1292.6981%
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