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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
Aug 03, 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 (65.2B). BALFX pays higher dividends than FBAKX: BALFX (1.78) vs FBAKX (1.60). 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 : 13.39 vs. BALFX (11.29). BALFX return over 5 years is better than : 32.23 vs. FBAKX (20.04).
| 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 | 8.372 | 9.560 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 65.2B | 442% |
| Annual Yield % from dividends | 1.78 | 1.60 | 111% |
| Returns for 1 year | 11.29 | 13.39 | 84% |
| Returns for 3 years | 38.49 | 40.26 | 96% |
| Returns for 5 years | 32.23 | 20.04 | 161% |
| Returns for 10 years | 82.24 | 80.70 | 102% |
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