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BALCX vs MSFKX
BALCX vs MSFKX Comparison
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BALCX vs MSFKX Comparison Chart in %
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BALCX vs. MSFKX 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 MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MSFKX (7.34B). MSFKX pays higher dividends than BALCX: MSFKX (2.62) vs BALCX (1.14). BALCX was incepted earlier than MSFKX: BALCX (26 years) vs MSFKX (14 years). BALCX (1.30) is less costly to investors than MSFKX (0.40). BALCX is a more actively managed with annual turnover of: 50.00 vs. MSFKX (41.00). MSFKX has a lower initial minimum investment than BALCX: MSFKX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. MSFKX (1.93). BALCX return over 5 years is better than : 27.49 vs. MSFKX (1.32).
| BALCX | MSFKX | BALCX / MSFKX | |
| Total Expense Ratio | 1.30 | 0.40 | 325% |
| Annual Report Gross Expense Ratio | 1.30 | 0.40 | 325% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 7.959 | 6.184 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.14 | 2.62 | 44% |
| Returns for 1 year | 5.86 | 1.93 | 303% |
| Returns for 3 years | 38.31 | 15.54 | 246% |
| Returns for 5 years | 27.49 | 1.32 | 2,076% |
| Returns for 10 years | 75.19 | 41.83 | 180% |
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