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BALFX vs FKIQX
BALFX vs FKIQX Comparison
Open Charts BALFX vs FKIQX
BALFX vs FKIQX Comparison Chart in %
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BALFX vs. FKIQX commentary
Sep 12, 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 FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. FKIQX (79.5B). FKIQX pays higher dividends than BALFX: FKIQX (5.10) vs BALFX (1.76). BALFX was incepted earlier than FKIQX: BALFX (26 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). FKIQX annual gain was more profitable for investors over the last year : 8.80 vs. BALFX (6.65). FKIQX (31.57) and BALFX (31.40) have equivalent 5 years return.
| BALFX | FKIQX | BALFX / FKIQX | |
| Total Expense Ratio | 0.61 | 0.71 | 86% |
| Annual Report Gross Expense Ratio | 0.61 | 0.71 | 86% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 8.480 | 6.091 | 139% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 79.5B | 358% |
| Annual Yield % from dividends | 1.76 | 5.10 | 35% |
| Returns for 1 year | 6.65 | 8.80 | 76% |
| Returns for 3 years | 41.33 | 33.43 | 124% |
| Returns for 5 years | 31.40 | 31.57 | 99% |
| Returns for 10 years | 83.89 | N/A | - |
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