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BALFX vs FSAAX
BALFX vs FSAAX Comparison
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BALFX vs FSAAX Comparison Chart in %
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BALFX vs. FSAAX commentary
Aug 03, 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 FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FSAAX (5.6B). BALFX pays higher dividends than FSAAX: BALFX (1.78) vs FSAAX (1.60). BALFX was incepted earlier than FSAAX: BALFX (25 years) vs FSAAX (19 years). FSAAX (0.95) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. FSAAX (29.00). FSAAX has a lower initial minimum investment than BALFX: FSAAX (0) vs BALFX (250). FSAAX annual gain was more profitable for investors over the last year : 12.78 vs. BALFX (11.29). BALFX return over 5 years is better than : 32.23 vs. FSAAX (24.75).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | 0.61 | 0.92 | 66% |
| Annual Report Gross Expense Ratio | 0.61 | 0.95 | 64% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.372 | 8.898 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.6B | 5,141% |
| Annual Yield % from dividends | 1.78 | 1.60 | 111% |
| Returns for 1 year | 11.29 | 12.78 | 88% |
| Returns for 3 years | 38.49 | 36.49 | 105% |
| Returns for 5 years | 32.23 | 24.75 | 130% |
| Returns for 10 years | 82.24 | 84.43 | 97% |
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