Interact to see
Advertisement
Advertisement
BALFX vs FBALX
BALFX vs FBALX Comparison
Open Charts BALFX vs FBALX
BALFX vs FBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FBALX commentary
Jul 31, 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 FBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FBALX (66B). BALFX pays higher dividends than FBALX: BALFX (1.75) vs FBALX (1.55). 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 : 11.47 vs. BALFX (10.77). BALFX return over 5 years is better than : 32.00 vs. FBALX (17.63).
| 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 | 8.184 | 7.714 | 106% |
| 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 | 1.55 | 113% |
| Returns for 1 year | 10.77 | 11.47 | 94% |
| Returns for 3 years | 37.85 | 37.14 | 102% |
| Returns for 5 years | 32.00 | 17.63 | 181% |
| Returns for 10 years | 81.19 | 75.40 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement