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AABCX vs BALFX
AABCX vs BALFX Comparison
Open Charts AABCX vs BALFX
AABCX vs BALFX Comparison Chart in %
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AABCX vs. BALFX commentary
Aug 23, 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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. AABCX (3.19B). BALFX pays higher dividends than AABCX: BALFX (1.78) vs AABCX (1.51). AABCX was incepted earlier than BALFX: AABCX (32 years) vs BALFX (25 years). AABCX (1.65) is less costly to investors than BALFX (0.61). AABCX is a more actively managed with annual turnover of: 158.00 vs. BALFX (50.00). AABCX has a lower initial minimum investment than BALFX: AABCX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. AABCX (9.47). BALFX return over 5 years is better than : 33.93 vs. AABCX (4.83).
| AABCX | BALFX | AABCX / BALFX | |
| Total Expense Ratio | 1.65 | 0.61 | 270% |
| Annual Report Gross Expense Ratio | 1.65 | 0.61 | 270% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 8.133 | 10.064 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 283B | 1% |
| Annual Yield % from dividends | 1.51 | 1.78 | 85% |
| Returns for 1 year | 9.47 | 12.57 | 75% |
| Returns for 3 years | 33.27 | 44.90 | 74% |
| Returns for 5 years | 4.83 | 33.93 | 14% |
| Returns for 10 years | 40.20 | 82.80 | 49% |
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