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BALFX vs FBMCX
BALFX vs FBMCX Comparison
Open Charts BALFX vs FBMCX
BALFX vs FBMCX Comparison Chart in %
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BALFX vs. FBMCX commentary
Jun 04, 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 FBMCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. FBMCX (3.46B). FBMCX pays higher dividends than BALFX: FBMCX (3.57) vs BALFX (1.75). BALFX was incepted earlier than FBMCX: BALFX (25 years) vs FBMCX (20 years). FBMCX (1.66) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. FBMCX (42.27). BALFX has a lower initial minimum investment than FBMCX: BALFX (250) vs FBMCX (1000). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. FBMCX (14.29). BALFX return over 5 years is better than : 35.27 vs. FBMCX (16.65).
| BALFX | FBMCX | BALFX / FBMCX | |
| Total Expense Ratio | 0.61 | 1.66 | 37% |
| Annual Report Gross Expense Ratio | 0.61 | 1.66 | 37% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 9.673 | 5.890 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 3.46B | 8,064% |
| Annual Yield % from dividends | 1.75 | 3.57 | 49% |
| Returns for 1 year | 17.70 | 14.29 | 124% |
| Returns for 3 years | 45.43 | 25.48 | 178% |
| Returns for 5 years | 35.27 | 16.65 | 212% |
| Returns for 10 years | 85.79 | 51.21 | 168% |
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