Interact to see
Advertisement
Advertisement
BALCX vs SFAAX
BALCX vs SFAAX Comparison
Open Charts BALCX vs SFAAX
BALCX vs SFAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SFAAX commentary
Jul 14, 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 SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. SFAAX (1.22B). BALCX pays higher dividends than SFAAX: BALCX (1.14) vs SFAAX (0.91). BALCX was incepted earlier than SFAAX: BALCX (25 years) vs SFAAX (40 years). BALCX (1.30) is less costly to investors than SFAAX (1.07). BALCX is a more actively managed with annual turnover of: 50.00 vs. SFAAX (19.00). BALCX has a lower initial minimum investment than SFAAX: BALCX (250) vs SFAAX (1000). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. SFAAX (2.56). BALCX return over 5 years is better than : 29.01 vs. SFAAX (-5.20).
| BALCX | SFAAX | BALCX / SFAAX | |
| Total Expense Ratio | 1.30 | 1.06 | 123% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 8.148 | 6.667 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,626% |
| Annual Yield % from dividends | 1.14 | 0.91 | 126% |
| Returns for 1 year | 11.18 | 2.56 | 437% |
| Returns for 3 years | 36.57 | 8.25 | 443% |
| Returns for 5 years | 29.01 | -5.20 | -558% |
| Returns for 10 years | 72.74 | 45.53 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement