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BALFX vs SFAAX
BALFX vs SFAAX Comparison
Open Charts BALFX vs SFAAX
BALFX vs SFAAX Comparison Chart in %
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BALFX vs. SFAAX commentary
Jun 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: 288B vs. SFAAX (1.23B). BALFX pays higher dividends than SFAAX: BALFX (1.75) vs SFAAX (0.90). BALFX was incepted earlier than SFAAX: BALFX (25 years) vs SFAAX (40 years). SFAAX (1.08) 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 : 16.20 vs. SFAAX (5.07). BALFX return over 5 years is better than : 35.97 vs. SFAAX (-2.66).
| BALFX | SFAAX | BALFX / SFAAX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 9.446 | 6.626 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.23B | 23,377% |
| Annual Yield % from dividends | 1.75 | 0.90 | 194% |
| Returns for 1 year | 16.20 | 5.07 | 319% |
| Returns for 3 years | 42.95 | 9.60 | 447% |
| Returns for 5 years | 35.97 | -2.66 | -1,350% |
| Returns for 10 years | 88.05 | 49.28 | 179% |
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