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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. QKBGX (335M). QKBGX pays higher dividends than BALCX: QKBGX (1.34) vs BALCX (1.16). BALCX was incepted earlier than QKBGX: BALCX (25 years) vs QKBGX (20 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 : 11.76 vs. QKBGX (5.80). BALCX return over 5 years is better than : 29.99 vs. QKBGX (10.41).
| 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 | 20 years | - |
| Gain YTD | 9.604 | 8.326 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 335M | 84,478% |
| Annual Yield % from dividends | 1.16 | 1.34 | 86% |
| Returns for 1 year | 11.76 | 5.80 | 203% |
| Returns for 3 years | 41.83 | 35.03 | 119% |
| Returns for 5 years | 29.99 | 10.41 | 288% |
| Returns for 10 years | 74.16 | 61.18 | 121% |
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