Interact to see
Advertisement
Advertisement
BALFX vs FNCFX
BALFX vs FNCFX Comparison
Open Charts BALFX vs FNCFX
BALFX vs FNCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FNCFX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FNCFX (79.5B). FNCFX pays higher dividends than BALFX: FNCFX (5.42) vs BALFX (1.75). BALFX was incepted earlier than FNCFX: BALFX (25 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). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. FNCFX (10.93). FNCFX (33.23) and BALFX (32.95) have equivalent 5 years return.
| BALFX | FNCFX | BALFX / FNCFX | |
| Total Expense Ratio | 0.61 | 0.42 | 145% |
| Annual Report Gross Expense Ratio | 0.61 | 0.42 | 145% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 8.533 | 5.353 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.5B | 362% |
| Annual Yield % from dividends | 1.75 | 5.42 | 32% |
| Returns for 1 year | 12.01 | 10.93 | 110% |
| Returns for 3 years | 39.55 | 32.23 | 123% |
| Returns for 5 years | 32.95 | 33.23 | 99% |
| Returns for 10 years | 81.34 | 85.40 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers