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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 29, 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 FOBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FOBAX (80.9M). 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 (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 : 13.60 vs. FOBAX (0.89). BALFX return over 5 years is better than : 34.53 vs. FOBAX (3.27).
| 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 | 8.856 | 2.120 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 80.9M | 355,995% |
| Annual Yield % from dividends | 1.75 | 1.20 | 146% |
| Returns for 1 year | 13.60 | 0.89 | 1,530% |
| Returns for 3 years | 42.64 | 15.64 | 273% |
| Returns for 5 years | 34.53 | 3.27 | 1,057% |
| Returns for 10 years | 88.27 | 34.82 | 254% |
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