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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
Jun 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 FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FOBPX (81.1M). BALFX pays higher dividends than FOBPX: BALFX (1.75) vs FOBPX (1.46). BALFX was incepted earlier than FOBPX: BALFX (25 years) vs FOBPX (15 years). FOBPX (1.08) 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 : 16.70 vs. FOBPX (2.50). BALFX return over 5 years is better than : 35.95 vs. FOBPX (4.05).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 9.366 | 2.001 | 468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 81.1M | 355,117% |
| Annual Yield % from dividends | 1.75 | 1.46 | 120% |
| Returns for 1 year | 16.70 | 2.50 | 667% |
| Returns for 3 years | 44.22 | 16.27 | 272% |
| Returns for 5 years | 35.95 | 4.05 | 887% |
| Returns for 10 years | 89.39 | 36.13 | 247% |
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