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BALFX vs FCISX
BALFX vs FCISX Comparison
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BALFX vs FCISX Comparison Chart in %
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BALFX vs. FCISX commentary
Jun 16, 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 FCISX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FCISX (79.9B). FCISX pays higher dividends than BALFX: FCISX (4.59) vs BALFX (1.75). BALFX was incepted earlier than FCISX: BALFX (25 years) vs FCISX (31 years). FCISX (1.11) is less costly to investors than BALFX (0.61). FCISX is a more actively managed with annual turnover of: 62.14 vs. BALFX (50.00). BALFX has a lower initial minimum investment than FCISX: BALFX (250) vs FCISX (1000). BALFX annual gain was more profitable for investors over the last year : 14.88 vs. FCISX (12.13). BALFX return over 5 years is better than : 33.20 vs. FCISX (27.54).
| BALFX | FCISX | BALFX / FCISX | |
| Total Expense Ratio | 0.61 | 1.11 | 55% |
| Annual Report Gross Expense Ratio | 0.61 | 1.11 | 55% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 8.655 | 5.186 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.9B | 360% |
| Annual Yield % from dividends | 1.75 | 4.59 | 38% |
| Returns for 1 year | 14.88 | 12.13 | 123% |
| Returns for 3 years | 42.57 | 30.91 | 138% |
| Returns for 5 years | 33.20 | 27.54 | 121% |
| Returns for 10 years | 84.97 | 82.16 | 103% |
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