Interact to see
Advertisement
Advertisement
BALFX vs SFAAX
BALFX vs SFAAX Comparison
Open Charts BALFX vs SFAAX
BALFX vs SFAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SFAAX commentary
Sep 17, 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 SFAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. SFAAX (1.18B). BALFX pays higher dividends than SFAAX: BALFX (1.76) vs SFAAX (0.90). BALFX was incepted earlier than SFAAX: BALFX (26 years) vs SFAAX (40 years). SFAAX (1.07) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. SFAAX (19.00). BALFX has a lower initial minimum investment than SFAAX: BALFX (250) vs SFAAX (1000). BALFX annual gain was more profitable for investors over the last year : 5.21 vs. SFAAX (-2.67). BALFX return over 5 years is better than : 30.22 vs. SFAAX (-6.62).
| BALFX | SFAAX | BALFX / SFAAX | |
| Total Expense Ratio | 0.61 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 26 years | 40 years | - |
| Gain YTD | 7.225 | 6.034 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.18B | 24,071% |
| Annual Yield % from dividends | 1.76 | 0.90 | 196% |
| Returns for 1 year | 5.21 | -2.67 | -195% |
| Returns for 3 years | 39.92 | 9.33 | 428% |
| Returns for 5 years | 30.22 | -6.62 | -456% |
| Returns for 10 years | 81.81 | 45.46 | 180% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers