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AABCX vs BALCX
AABCX vs BALCX Comparison
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AABCX vs BALCX Comparison Chart in %
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AABCX vs. BALCX commentary
Sep 13, 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 AABCX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. AABCX (3.14B). AABCX pays higher dividends than BALCX: AABCX (1.49) vs BALCX (1.14). AABCX was incepted earlier than BALCX: AABCX (32 years) vs BALCX (26 years). AABCX (1.65) is less costly to investors than BALCX (1.30). AABCX is a more actively managed with annual turnover of: 158.00 vs. BALCX (50.00). AABCX has a lower initial minimum investment than BALCX: AABCX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. AABCX (4.79). BALCX return over 5 years is better than : 27.49 vs. AABCX (2.69).
| AABCX | BALCX | AABCX / BALCX | |
| Total Expense Ratio | 1.65 | 1.30 | 127% |
| Annual Report Gross Expense Ratio | 1.65 | 1.30 | 127% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 6.518 | 7.959 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 285B | 1% |
| Annual Yield % from dividends | 1.49 | 1.14 | 130% |
| Returns for 1 year | 4.79 | 5.86 | 82% |
| Returns for 3 years | 29.31 | 38.31 | 77% |
| Returns for 5 years | 2.69 | 27.49 | 10% |
| Returns for 10 years | 40.98 | 75.19 | 55% |
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