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BALFX vs FKIQX
BALFX vs FKIQX Comparison
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BALFX vs FKIQX Comparison Chart in %
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BALFX vs. FKIQX commentary
Jul 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 FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FKIQX (79.7B). FKIQX pays higher dividends than BALFX: FKIQX (5.16) vs BALFX (1.75). BALFX was incepted earlier than FKIQX: BALFX (25 years) vs FKIQX (8 years). FKIQX (0.71) is less costly to investors than BALFX (0.61). FKIQX is a more actively managed with annual turnover of: 62.14 vs. BALFX (50.00). BALFX has a lower initial minimum investment than FKIQX: BALFX (250) vs FKIQX (1000). BALFX annual gain was more profitable for investors over the last year : 13.15 vs. FKIQX (11.06). BALFX return over 5 years is better than : 33.96 vs. FKIQX (30.84).
| BALFX | FKIQX | BALFX / FKIQX | |
| Total Expense Ratio | 0.61 | 0.71 | 86% |
| Annual Report Gross Expense Ratio | 0.61 | 0.71 | 86% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 9.258 | 5.589 | 166% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.7B | 361% |
| Annual Yield % from dividends | 1.75 | 5.16 | 34% |
| Returns for 1 year | 13.15 | 11.06 | 119% |
| Returns for 3 years | 42.09 | 32.25 | 131% |
| Returns for 5 years | 33.96 | 30.84 | 110% |
| Returns for 10 years | 85.14 | N/A | - |
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