Interact to see
Advertisement
Advertisement
BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
BALCX vs FSATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FSATX commentary
Jul 25, 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 FSATX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FSATX (5.65B). FSATX pays higher dividends than BALCX: FSATX (1.36) vs BALCX (1.14). BALCX was incepted earlier than FSATX: BALCX (25 years) vs FSATX (19 years). BALCX (1.30) is less costly to investors than FSATX (1.20). BALCX is a more actively managed with annual turnover of: 50.00 vs. FSATX (29.00). FSATX has a lower initial minimum investment than BALCX: FSATX (0) vs BALCX (250). FSATX annual gain was more profitable for investors over the last year : 11.69 vs. BALCX (9.67). BALCX return over 5 years is better than : 27.98 vs. FSATX (23.34).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.30 | 1.17 | 111% |
| Annual Report Gross Expense Ratio | 1.30 | 1.20 | 108% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.581 | 9.005 | 84% |
| Front Load | N/A | 4% | - |
| 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 | 1.36 | 84% |
| Returns for 1 year | 9.67 | 11.69 | 83% |
| Returns for 3 years | 35.15 | 36.09 | 97% |
| Returns for 5 years | 27.98 | 23.34 | 120% |
| Returns for 10 years | 72.05 | 80.48 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement