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BALCX vs STFBX
BALCX vs STFBX Comparison
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BALCX vs STFBX Comparison Chart in %
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BALCX vs. STFBX commentary
Jun 23, 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 STFBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. STFBX (2.77B). STFBX pays higher dividends than BALCX: STFBX (2.03) vs BALCX (1.16). BALCX was incepted earlier than STFBX: BALCX (25 years) vs STFBX (58 years). BALCX (1.30) is less costly to investors than STFBX (0.17). BALCX is a more actively managed with annual turnover of: 50.00 vs. STFBX (26.00). BALCX (250) and STFBX (250) have matching initial minimum investment requirements. STFBX annual gain was more profitable for investors over the last year : 18.48 vs. BALCX (15.81). BALCX return over 5 years is better than : 31.93 vs. STFBX (25.37).
| BALCX | STFBX | BALCX / STFBX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 25 years | 58 years | - |
| Gain YTD | 9.011 | 8.413 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.77B | 10,408% |
| Annual Yield % from dividends | 1.16 | 2.03 | 57% |
| Returns for 1 year | 15.81 | 18.48 | 86% |
| Returns for 3 years | 41.11 | 31.49 | 131% |
| Returns for 5 years | 31.93 | 25.37 | 126% |
| Returns for 10 years | 80.43 | 99.80 | 81% |
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