Interact to see
Advertisement
Advertisement
BALCX vs STFBX
BALCX vs STFBX Comparison
Open Charts BALCX vs STFBX
BALCX vs STFBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. STFBX commentary
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. STFBX (2.82B). STFBX pays higher dividends than BALCX: STFBX (2.04) vs BALCX (1.14). 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 : 15.58 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. STFBX (24.75).
| 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 | 8.148 | 9.859 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.82B | 10,227% |
| Annual Yield % from dividends | 1.14 | 2.04 | 56% |
| Returns for 1 year | 11.18 | 15.58 | 72% |
| Returns for 3 years | 36.57 | 30.75 | 119% |
| Returns for 5 years | 29.01 | 24.75 | 117% |
| Returns for 10 years | 72.74 | 96.14 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers