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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
Sep 12, 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 FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FSNIX (5.7B). FSNIX pays higher dividends than BALCX: FSNIX (1.76) vs BALCX (1.14). BALCX was incepted earlier than FSNIX: BALCX (26 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 : 9.40 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. FSNIX (25.78).
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.70 | 186% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 7.959 | 9.842 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 5.7B | 5,004% |
| Annual Yield % from dividends | 1.14 | 1.76 | 65% |
| Returns for 1 year | 5.86 | 9.40 | 62% |
| Returns for 3 years | 38.31 | 41.89 | 91% |
| Returns for 5 years | 27.49 | 25.78 | 107% |
| Returns for 10 years | 75.19 | 90.85 | 83% |
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