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BALFX vs FBFRX
BALFX vs FBFRX Comparison
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BALFX vs FBFRX Comparison Chart in %
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BALFX vs. FBFRX 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 FBFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FBFRX (3.43B). FBFRX pays higher dividends than BALFX: FBFRX (4.60) vs BALFX (1.78). BALFX was incepted earlier than FBFRX: BALFX (25 years) vs FBFRX (13 years). BALFX (0.61) and FBFRX (0.59) have similar cost to investors . BALFX is a more actively managed with annual turnover of: 50.00 vs. FBFRX (42.27). BALFX has a lower initial minimum investment than FBFRX: BALFX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : 13.89 vs. BALFX (11.29). BALFX return over 5 years is better than : 32.23 vs. FBFRX (22.14).
| BALFX | FBFRX | BALFX / FBFRX | |
| Total Expense Ratio | 0.61 | 0.59 | 103% |
| Annual Report Gross Expense Ratio | 0.61 | 0.59 | 103% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 8.372 | 7.192 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.43B | 8,387% |
| Annual Yield % from dividends | 1.78 | 4.60 | 39% |
| Returns for 1 year | 11.29 | 13.89 | 81% |
| Returns for 3 years | 38.49 | 27.77 | 139% |
| Returns for 5 years | 32.23 | 22.14 | 146% |
| Returns for 10 years | 82.24 | 61.09 | 135% |
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