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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
Aug 03, 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: 288B vs. AABCX (3.13B). AABCX pays higher dividends than BALCX: AABCX (1.51) vs BALCX (1.16). 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 : 10.48 vs. AABCX (8.35). BALCX return over 5 years is better than : 28.31 vs. AABCX (2.95).
| 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 | 5.834 | 7.959 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 288B | 1% |
| Annual Yield % from dividends | 1.51 | 1.16 | 131% |
| Returns for 1 year | 8.35 | 10.48 | 80% |
| Returns for 3 years | 26.40 | 35.58 | 74% |
| Returns for 5 years | 2.95 | 28.31 | 10% |
| Returns for 10 years | 38.94 | 73.63 | 53% |
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