AABPX
Price
$12.13
Change
-$0.00 (-0.00%)
Updated
Jul 13 closing price
Net Assets
105.41M
BALCX
Price
$40.10
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
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AABPX vs BALCX

AABPX vs BALCX Comparison Chart in %
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AABPX 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 AABPX is a Buy and BALCX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. AABPX (105M). AABPX pays higher dividends than BALCX: AABPX (2.02) vs BALCX (1.14). AABPX was incepted earlier than BALCX: AABPX (32 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than AABPX (1.16). BALCX is a more actively managed with annual turnover of: 50.00 vs. AABPX (31.00). BALCX has a lower initial minimum investment than AABPX: BALCX (250) vs AABPX (2500). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. AABPX (3.26). BALCX return over 5 years is better than : 29.01 vs. AABPX (-5.80).
AABPXBALCXAABPX / BALCX
Total Expense Ratio1.161.3089%
Annual Report Gross Expense Ratio1.161.3089%
Fund Existence32 years25 years-
Gain YTD5.4978.14867%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets105M288B0%
Annual Yield % from dividends2.021.14178%
Returns for 1 year3.2611.1829%
Returns for 3 years14.5236.5740%
Returns for 5 years-5.8029.01-20%
Returns for 10 years3.6972.745%
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