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BALFX vs FNCFX
BALFX vs FNCFX Comparison
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BALFX vs FNCFX Comparison Chart in %
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BALFX vs. FNCFX commentary
Sep 13, 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 FNCFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. FNCFX (79.7B). FNCFX pays higher dividends than BALFX: FNCFX (5.38) vs BALFX (1.76). BALFX was incepted earlier than FNCFX: BALFX (26 years) vs FNCFX (13 years). BALFX (0.61) is less costly to investors than FNCFX (0.42). FNCFX is a more actively managed with annual turnover of: 62.14 vs. BALFX (50.00). BALFX has a lower initial minimum investment than FNCFX: BALFX (250) vs FNCFX (1000000). FNCFX annual gain was more profitable for investors over the last year : 9.11 vs. BALFX (6.65). FNCFX return over 5 years is better than : 33.96 vs. BALFX (31.40).
| BALFX | FNCFX | BALFX / FNCFX | |
| Total Expense Ratio | 0.61 | 0.42 | 145% |
| Annual Report Gross Expense Ratio | 0.61 | 0.42 | 145% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 8.480 | 6.325 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 79.7B | 358% |
| Annual Yield % from dividends | 1.76 | 5.38 | 33% |
| Returns for 1 year | 6.65 | 9.11 | 73% |
| Returns for 3 years | 41.33 | 34.53 | 120% |
| Returns for 5 years | 31.40 | 33.96 | 92% |
| Returns for 10 years | 83.89 | 87.76 | 96% |
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