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BALCX vs QKBGX
BALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGX
BALCX vs QKBGX Comparison Chart in %
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BALCX vs. QKBGX commentary
Jun 04, 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 QKBGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. QKBGX (331M). QKBGX pays higher dividends than BALCX: QKBGX (1.35) vs BALCX (1.16). BALCX was incepted earlier than QKBGX: BALCX (25 years) vs QKBGX (19 years). BALCX (1.30) is less costly to investors than QKBGX (1.05). QKBGX is a more actively managed with annual turnover of: 82.00 vs. BALCX (50.00). QKBGX has a lower initial minimum investment than BALCX: QKBGX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. QKBGX (8.75). BALCX return over 5 years is better than : 31.27 vs. QKBGX (12.24).
| BALCX | QKBGX | BALCX / QKBGX | |
| Total Expense Ratio | 1.30 | 1.05 | 124% |
| Annual Report Gross Expense Ratio | 1.30 | 1.05 | 124% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 9.372 | 6.391 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 331M | 84,290% |
| Annual Yield % from dividends | 1.16 | 1.35 | 86% |
| Returns for 1 year | 16.84 | 8.75 | 192% |
| Returns for 3 years | 42.32 | 32.41 | 131% |
| Returns for 5 years | 31.27 | 12.24 | 256% |
| Returns for 10 years | 77.17 | 64.34 | 120% |
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