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BALCX vs SFAAX
BALCX vs SFAAX Comparison
Open Charts BALCX vs SFAAX
BALCX vs SFAAX Comparison Chart in %
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BALCX vs. SFAAX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. SFAAX (1.21B). BALCX pays higher dividends than SFAAX: BALCX (1.16) 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 : 11.14 vs. SFAAX (0.72). BALCX return over 5 years is better than : 29.74 vs. SFAAX (-6.15).
| 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 | 9.793 | 7.142 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.21B | 23,485% |
| Annual Yield % from dividends | 1.16 | 0.91 | 127% |
| Returns for 1 year | 11.14 | 0.72 | 1,554% |
| Returns for 3 years | 41.70 | 11.03 | 378% |
| Returns for 5 years | 29.74 | -6.15 | -484% |
| Returns for 10 years | 75.65 | 45.88 | 165% |
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