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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
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 AABCX is a StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. AABCX (3.17B). AABCX pays higher dividends than BALCX: AABCX (2.09) vs BALCX (1.14). AABCX was incepted earlier than BALCX: AABCX (32 years) vs BALCX (25 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 : 11.18 vs. AABCX (10.23). BALCX return over 5 years is better than : 29.01 vs. AABCX (4.63).
| 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 | 25 years | - |
| Gain YTD | 7.005 | 8.148 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 288B | 1% |
| Annual Yield % from dividends | 2.09 | 1.14 | 184% |
| Returns for 1 year | 10.23 | 11.18 | 92% |
| Returns for 3 years | 28.52 | 36.57 | 78% |
| Returns for 5 years | 4.63 | 29.01 | 16% |
| Returns for 10 years | 40.48 | 72.74 | 56% |
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