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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
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 QKBGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. QKBGX (332M). QKBGX pays higher dividends than BALCX: QKBGX (1.32) vs BALCX (1.14). BALCX was incepted earlier than QKBGX: BALCX (26 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 : 5.86 vs. QKBGX (1.32). BALCX return over 5 years is better than : 27.49 vs. QKBGX (8.11).
| BALCX | QKBGX | BALCX / QKBGX | |
| Total Expense Ratio | 1.30 | 1.05 | 124% |
| Annual Report Gross Expense Ratio | 1.30 | 1.05 | 124% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 7.959 | 6.841 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 332M | 85,843% |
| Annual Yield % from dividends | 1.14 | 1.32 | 87% |
| Returns for 1 year | 5.86 | 1.32 | 444% |
| Returns for 3 years | 38.31 | 30.94 | 124% |
| Returns for 5 years | 27.49 | 8.11 | 339% |
| Returns for 10 years | 75.19 | 62.09 | 121% |
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