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BALFX vs FSANX
BALFX vs FSANX Comparison
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BALFX vs FSANX Comparison Chart in %
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BALFX vs. FSANX commentary
Jul 26, 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 FSANX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FSANX (5.65B). FSANX (1.83) and BALFX (1.75) have matching dividends . BALFX was incepted earlier than FSANX: BALFX (25 years) vs FSANX (19 years). FSANX (0.65) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. FSANX (29.00). FSANX has a lower initial minimum investment than BALFX: FSANX (0) vs BALFX (250). FSANX annual gain was more profitable for investors over the last year : 11.60 vs. BALFX (10.36). BALFX return over 5 years is better than : 31.63 vs. FSANX (25.87).
| BALFX | FSANX | BALFX / FSANX | |
| Total Expense Ratio | 0.61 | 0.63 | 97% |
| Annual Report Gross Expense Ratio | 0.61 | 0.65 | 94% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.782 | 8.377 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.65B | 5,095% |
| Annual Yield % from dividends | 1.75 | 1.83 | 96% |
| Returns for 1 year | 10.36 | 11.60 | 89% |
| Returns for 3 years | 37.64 | 36.92 | 102% |
| Returns for 5 years | 31.63 | 25.87 | 122% |
| Returns for 10 years | 80.16 | 89.05 | 90% |
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