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BALFX vs QKBGX
BALFX vs QKBGX Comparison
Open Charts BALFX vs QKBGX
BALFX vs QKBGX Comparison Chart in %
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BALFX vs. QKBGX commentary
Aug 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 QKBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. QKBGX (335M). BALFX pays higher dividends than QKBGX: BALFX (1.78) vs QKBGX (1.34). BALFX was incepted earlier than QKBGX: BALFX (25 years) vs QKBGX (20 years). QKBGX (1.05) is less costly to investors than BALFX (0.61). QKBGX is a more actively managed with annual turnover of: 82.00 vs. BALFX (50.00). QKBGX has a lower initial minimum investment than BALFX: QKBGX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. QKBGX (5.80). BALFX return over 5 years is better than : 33.93 vs. QKBGX (10.41).
| BALFX | QKBGX | BALFX / QKBGX | |
| Total Expense Ratio | 0.61 | 1.05 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.05 | 58% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 10.064 | 8.326 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 335M | 84,478% |
| Annual Yield % from dividends | 1.78 | 1.34 | 133% |
| Returns for 1 year | 12.57 | 5.80 | 217% |
| Returns for 3 years | 44.90 | 35.03 | 128% |
| Returns for 5 years | 33.93 | 10.41 | 326% |
| Returns for 10 years | 82.80 | 61.18 | 135% |
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