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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
Sep 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 Hold and FBMCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FBMCX (3.43B). FBMCX pays higher dividends than BALFX: FBMCX (3.60) vs BALFX (1.76). 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 : 11.21 vs. FBMCX (10.17). BALFX return over 5 years is better than : 31.24 vs. FBMCX (15.96).
| 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 | 9.580 | 6.779 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 3.43B | 8,256% |
| Annual Yield % from dividends | 1.76 | 3.60 | 49% |
| Returns for 1 year | 11.21 | 10.17 | 110% |
| Returns for 3 years | 41.86 | 25.54 | 164% |
| Returns for 5 years | 31.24 | 15.96 | 196% |
| Returns for 10 years | 82.51 | 46.59 | 177% |
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