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BALCX vs FSATX
BALCX vs FSATX Comparison
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BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Jun 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 Hold and FSATX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. FSATX (5.61B). FSATX pays higher dividends than BALCX: FSATX (1.37) vs BALCX (1.16). 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 : 18.00 vs. BALCX (16.84). BALCX return over 5 years is better than : 31.27 vs. FSATX (27.09).
| 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 | 9.372 | 9.656 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 5.61B | 4,975% |
| Annual Yield % from dividends | 1.16 | 1.37 | 85% |
| Returns for 1 year | 16.84 | 18.00 | 94% |
| Returns for 3 years | 42.32 | 40.79 | 104% |
| Returns for 5 years | 31.27 | 27.09 | 115% |
| Returns for 10 years | 77.17 | 84.75 | 91% |
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