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BALFX vs FBAFX
BALFX vs FBAFX Comparison
Open Charts BALFX vs FBAFX
BALFX vs FBAFX Comparison Chart in %
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BALFX vs. FBAFX commentary
Aug 28, 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 BALFX is a Hold and FBAFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX (283B) and FBAFX (283B) have equal amount of cash in the bank . FBAFX pays higher dividends than BALFX: FBAFX (2.03) vs BALFX (1.78). BALFX was incepted earlier than FBAFX: BALFX (25 years) vs FBAFX (6 years). BALFX (0.61) is less costly to investors than FBAFX (0.33). BALFX (50.00) and FBAFX (50.00) have comparable annual turnover. BALFX (250) and FBAFX (250) have matching initial minimum investment requirements. FBAFX (11.97) and BALFX (11.65) have marching annual gain over last year. FBAFX return over 5 years is better than : 36.22 vs. BALFX (32.59).
| BALFX | FBAFX | BALFX / FBAFX | |
| Total Expense Ratio | 0.61 | 0.33 | 185% |
| Annual Report Gross Expense Ratio | 0.61 | 0.33 | 185% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.252 | 10.448 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 283B | 100% |
| Annual Yield % from dividends | 1.78 | 2.03 | 88% |
| Returns for 1 year | 11.65 | 11.97 | 97% |
| Returns for 3 years | 44.71 | 45.96 | 97% |
| Returns for 5 years | 32.59 | 36.22 | 90% |
| Returns for 10 years | 84.36 | N/A | - |
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