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BALFX vs FOBPX
BALFX vs FOBPX Comparison
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BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Sep 13, 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 FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. FOBPX (80.7M). BALFX pays higher dividends than FOBPX: BALFX (1.76) vs FOBPX (1.43). BALFX was incepted earlier than FOBPX: BALFX (26 years) vs FOBPX (15 years). FOBPX (1.09) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. FOBPX (21.00). BALFX has a lower initial minimum investment than FOBPX: BALFX (250) vs FOBPX (5000000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. FOBPX (-1.83). BALFX return over 5 years is better than : 31.40 vs. FOBPX (3.99).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 8.480 | 5.031 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 80.7M | 353,160% |
| Annual Yield % from dividends | 1.76 | 1.43 | 123% |
| Returns for 1 year | 6.65 | -1.83 | -363% |
| Returns for 3 years | 41.33 | 18.40 | 225% |
| Returns for 5 years | 31.40 | 3.99 | 788% |
| Returns for 10 years | 83.89 | 36.93 | 227% |
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