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BALFX vs FBAKX
BALFX vs FBAKX Comparison
Open Charts BALFX vs FBAKX
BALFX vs FBAKX Comparison Chart in %
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BALFX vs. FBAKX 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 BALFX is a Buy and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FBAKX (66B). BALFX pays higher dividends than FBAKX: BALFX (1.75) vs FBAKX (1.58). BALFX was incepted earlier than FBAKX: BALFX (25 years) vs FBAKX (18 years). BALFX (0.61) is less costly to investors than FBAKX (0.39). BALFX is a more actively managed with annual turnover of: 50.00 vs. FBAKX (41.00). FBAKX has a lower initial minimum investment than BALFX: FBAKX (0) vs BALFX (250). FBAKX annual gain was more profitable for investors over the last year : 16.11 vs. BALFX (12.01). BALFX return over 5 years is better than : 32.95 vs. FBAKX (21.81).
| BALFX | FBAKX | BALFX / FBAKX | |
| Total Expense Ratio | 0.61 | 0.39 | 156% |
| Annual Report Gross Expense Ratio | 0.61 | 0.39 | 156% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 8.533 | 10.720 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 66B | 436% |
| Annual Yield % from dividends | 1.75 | 1.58 | 111% |
| Returns for 1 year | 12.01 | 16.11 | 75% |
| Returns for 3 years | 39.55 | 42.67 | 93% |
| Returns for 5 years | 32.95 | 21.81 | 151% |
| Returns for 10 years | 81.34 | 82.86 | 98% |
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