Interact to see
Advertisement
Advertisement
BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
BALFX vs FOBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FOBAX commentary
Aug 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FOBAX (82.4M). BALFX pays higher dividends than FOBAX: BALFX (1.78) vs FOBAX (1.18). 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 (21.00). 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 : 11.95 vs. FOBAX (1.77). BALFX return over 5 years is better than : 33.63 vs. FOBAX (5.11).
| 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 | 10.252 | 6.488 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 82.4M | 343,447% |
| Annual Yield % from dividends | 1.78 | 1.18 | 150% |
| Returns for 1 year | 11.95 | 1.77 | 677% |
| Returns for 3 years | 44.71 | 20.58 | 217% |
| Returns for 5 years | 33.63 | 5.11 | 659% |
| Returns for 10 years | 84.36 | 35.36 | 239% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers