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BALCX vs FSNIX
BALCX vs FSNIX Comparison
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BALCX vs FSNIX Comparison Chart in %
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BALCX vs. FSNIX commentary
Jun 24, 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 FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FSNIX (5.61B). FSNIX pays higher dividends than BALCX: FSNIX (1.78) vs BALCX (1.16). BALCX was incepted earlier than FSNIX: BALCX (25 years) vs FSNIX (19 years). BALCX (1.30) is less costly to investors than FSNIX (0.70). BALCX is a more actively managed with annual turnover of: 50.00 vs. FSNIX (29.00). FSNIX has a lower initial minimum investment than BALCX: FSNIX (0) vs BALCX (250). FSNIX annual gain was more profitable for investors over the last year : 18.46 vs. BALCX (15.81). BALCX return over 5 years is better than : 31.93 vs. FSNIX (29.94).
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.70 | 186% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 9.011 | 10.428 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.61B | 5,136% |
| Annual Yield % from dividends | 1.16 | 1.78 | 65% |
| Returns for 1 year | 15.81 | 18.46 | 86% |
| Returns for 3 years | 41.11 | 43.26 | 95% |
| Returns for 5 years | 31.93 | 29.94 | 107% |
| Returns for 10 years | 80.43 | 99.97 | 80% |
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