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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
Jul 14, 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 SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. SFAAX (1.22B). BALFX pays higher dividends than SFAAX: BALFX (1.75) vs SFAAX (0.91). BALFX was incepted earlier than SFAAX: BALFX (25 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 : 12.01 vs. SFAAX (2.56). BALFX return over 5 years is better than : 32.95 vs. SFAAX (-5.20).
| BALFX | SFAAX | BALFX / SFAAX | |
| Total Expense Ratio | 0.61 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 8.533 | 6.667 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,626% |
| Annual Yield % from dividends | 1.75 | 0.91 | 193% |
| Returns for 1 year | 12.01 | 2.56 | 469% |
| Returns for 3 years | 39.55 | 8.25 | 480% |
| Returns for 5 years | 32.95 | -5.20 | -634% |
| Returns for 10 years | 81.34 | 45.53 | 179% |
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