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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
Aug 23, 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 FNCFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FNCFX (80.5B). FNCFX pays higher dividends than BALFX: FNCFX (5.43) vs BALFX (1.78). 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 : 12.57 vs. FNCFX (11.31). FNCFX (34.36) and BALFX (33.93) 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 | 10.064 | 7.091 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 80.5B | 352% |
| Annual Yield % from dividends | 1.78 | 5.43 | 33% |
| Returns for 1 year | 12.57 | 11.31 | 111% |
| Returns for 3 years | 44.90 | 36.77 | 122% |
| Returns for 5 years | 33.93 | 34.36 | 99% |
| Returns for 10 years | 82.80 | 87.09 | 95% |
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