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BALFX vs FBALX
BALFX vs FBALX Comparison
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BALFX vs FBALX Comparison Chart in %
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BALFX vs. FBALX commentary
Aug 21, 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 FBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FBALX (65.2B). BALFX pays higher dividends than FBALX: BALFX (1.78) vs FBALX (1.57). BALFX was incepted earlier than FBALX: BALFX (25 years) vs FBALX (40 years). BALFX (0.61) is less costly to investors than FBALX (0.46). BALFX is a more actively managed with annual turnover of: 50.00 vs. FBALX (41.00). FBALX has a lower initial minimum investment than BALFX: FBALX (0) vs BALFX (250). FBALX annual gain was more profitable for investors over the last year : 14.38 vs. BALFX (12.02). BALFX return over 5 years is better than : 33.76 vs. FBALX (21.51).
| BALFX | FBALX | BALFX / FBALX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.46 | 133% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 9.929 | 11.509 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 65.2B | 434% |
| Annual Yield % from dividends | 1.78 | 1.57 | 114% |
| Returns for 1 year | 12.02 | 14.38 | 84% |
| Returns for 3 years | 44.67 | 47.26 | 95% |
| Returns for 5 years | 33.76 | 21.51 | 157% |
| Returns for 10 years | 82.80 | 79.72 | 104% |
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