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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
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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. AABCX (3.17B). AABCX pays higher dividends than BALFX: AABCX (2.09) vs BALFX (1.75). 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 : 12.01 vs. AABCX (10.23). BALFX return over 5 years is better than : 32.95 vs. AABCX (4.63).
| 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 | 7.005 | 8.533 | 82% |
| 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 | 1.75 | 119% |
| Returns for 1 year | 10.23 | 12.01 | 85% |
| Returns for 3 years | 28.52 | 39.55 | 72% |
| Returns for 5 years | 4.63 | 32.95 | 14% |
| Returns for 10 years | 40.48 | 81.34 | 50% |
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