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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
Aug 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 Buy and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MSFKX (7.49B). MSFKX pays higher dividends than BALCX: MSFKX (2.45) vs BALCX (1.16). BALCX was incepted earlier than MSFKX: BALCX (25 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 : 10.48 vs. MSFKX (5.24). BALCX return over 5 years is better than : 28.31 vs. MSFKX (1.67).
| BALCX | MSFKX | BALCX / MSFKX | |
| Total Expense Ratio | 1.30 | 0.40 | 325% |
| Annual Report Gross Expense Ratio | 1.30 | 0.40 | 325% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.959 | 5.980 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.16 | 2.45 | 47% |
| Returns for 1 year | 10.48 | 5.24 | 200% |
| Returns for 3 years | 35.58 | 12.62 | 282% |
| Returns for 5 years | 28.31 | 1.67 | 1,695% |
| Returns for 10 years | 73.63 | 40.66 | 181% |
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