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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
Aug 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: 283B vs. STFBX (2.81B). STFBX pays higher dividends than BALCX: STFBX (2.04) 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 : 14.45 vs. BALCX (11.76). BALCX return over 5 years is better than : 29.99 vs. STFBX (24.40).
| 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 | 9.604 | 11.114 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 2.81B | 10,071% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 11.76 | 14.45 | 81% |
| Returns for 3 years | 41.83 | 32.64 | 128% |
| Returns for 5 years | 29.99 | 24.40 | 123% |
| Returns for 10 years | 74.16 | 98.16 | 76% |
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