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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
Sep 12, 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: 285B vs. FBAKX (66B). BALFX pays higher dividends than FBAKX: BALFX (1.76) vs FBAKX (1.58). BALFX was incepted earlier than FBAKX: BALFX (26 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 : 10.01 vs. BALFX (6.65). BALFX return over 5 years is better than : 31.40 vs. FBAKX (19.59).
| BALFX | FBAKX | BALFX / FBAKX | |
| Total Expense Ratio | 0.61 | 0.39 | 156% |
| Annual Report Gross Expense Ratio | 0.61 | 0.39 | 156% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 8.480 | 10.187 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 66B | 432% |
| Annual Yield % from dividends | 1.76 | 1.58 | 112% |
| Returns for 1 year | 6.65 | 10.01 | 66% |
| Returns for 3 years | 41.33 | 42.97 | 96% |
| Returns for 5 years | 31.40 | 19.59 | 160% |
| Returns for 10 years | 83.89 | 82.23 | 102% |
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