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BALCX vs SFAAX
BALCX vs SFAAX Comparison
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BALCX vs SFAAX Comparison Chart in %
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BALCX vs. SFAAX commentary
Sep 17, 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 SFAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SFAAX (1.18B). BALCX pays higher dividends than SFAAX: BALCX (1.14) vs SFAAX (0.90). BALCX was incepted earlier than SFAAX: BALCX (26 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 : 4.44 vs. SFAAX (-2.67). BALCX return over 5 years is better than : 26.36 vs. SFAAX (-6.62).
| BALCX | SFAAX | BALCX / SFAAX | |
| Total Expense Ratio | 1.30 | 1.06 | 123% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 26 years | 40 years | - |
| Gain YTD | 6.699 | 6.034 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.18B | 24,071% |
| Annual Yield % from dividends | 1.14 | 0.90 | 128% |
| Returns for 1 year | 4.44 | -2.67 | -166% |
| Returns for 3 years | 36.92 | 9.33 | 396% |
| Returns for 5 years | 26.36 | -6.62 | -398% |
| Returns for 10 years | 72.95 | 45.46 | 160% |
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