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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
Sep 13, 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 STFBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. STFBX (2.78B). STFBX pays higher dividends than BALCX: STFBX (2.00) vs BALCX (1.14). BALCX was incepted earlier than STFBX: BALCX (26 years) vs STFBX (59 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 : 10.60 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. STFBX (24.09).
| BALCX | STFBX | BALCX / STFBX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 26 years | 59 years | - |
| Gain YTD | 7.959 | 10.221 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 2.78B | 10,263% |
| Annual Yield % from dividends | 1.14 | 2.00 | 57% |
| Returns for 1 year | 5.86 | 10.60 | 55% |
| Returns for 3 years | 38.31 | 29.91 | 128% |
| Returns for 5 years | 27.49 | 24.09 | 114% |
| Returns for 10 years | 75.19 | 100.75 | 75% |
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