Interact to see
Advertisement
Advertisement
BALFX vs FBMCX
BALFX vs FBMCX Comparison
Open Charts BALFX vs FBMCX
BALFX vs FBMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FBMCX commentary
Jun 24, 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 FBMCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FBMCX (3.44B). 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 : 14.82 vs. FBMCX (12.38). BALFX return over 5 years is better than : 33.97 vs. FBMCX (16.98).
| 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 | 8.238 | 5.574 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.44B | 8,384% |
| Annual Yield % from dividends | 1.75 | 3.57 | 49% |
| Returns for 1 year | 14.82 | 12.38 | 120% |
| Returns for 3 years | 42.73 | 25.00 | 171% |
| Returns for 5 years | 33.97 | 16.98 | 200% |
| Returns for 10 years | 87.44 | 52.52 | 166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement