Interact to see
Advertisement
Advertisement
BALCX vs QKBGX
BALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGX
BALCX vs QKBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. QKBGX commentary
Jun 24, 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 QKBGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. QKBGX (326M). QKBGX pays higher dividends than BALCX: QKBGX (1.35) 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 : 13.99 vs. QKBGX (6.59). BALCX return over 5 years is better than : 30.03 vs. QKBGX (9.74).
| 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 | 7.905 | 5.266 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 326M | 88,344% |
| Annual Yield % from dividends | 1.16 | 1.35 | 86% |
| Returns for 1 year | 13.99 | 6.59 | 212% |
| Returns for 3 years | 39.68 | 30.31 | 131% |
| Returns for 5 years | 30.03 | 9.74 | 308% |
| Returns for 10 years | 78.60 | 65.71 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers