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BALFX vs FOBAX
BALFX vs FOBAX Comparison
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BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Jun 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 FOBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. FOBAX (82.5M). BALFX pays higher dividends than FOBAX: BALFX (1.75) vs FOBAX (1.20). BALFX was incepted earlier than FOBAX: BALFX (25 years) vs FOBAX (30 years). FOBAX (1.32) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. FOBAX (22.00). BALFX has a lower initial minimum investment than FOBAX: BALFX (250) vs FOBAX (1000). BALFX annual gain was more profitable for investors over the last year : 17.49 vs. FOBAX (3.92). BALFX return over 5 years is better than : 34.77 vs. FOBAX (5.39).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 9.941 | 3.178 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 82.5M | 338,182% |
| Annual Yield % from dividends | 1.75 | 1.20 | 146% |
| Returns for 1 year | 17.49 | 3.92 | 446% |
| Returns for 3 years | 45.78 | 18.53 | 247% |
| Returns for 5 years | 34.77 | 5.39 | 645% |
| Returns for 10 years | 86.25 | 34.04 | 253% |
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