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AABPX vs BALCX
AABPX vs BALCX Comparison
Open Charts AABPX vs BALCX
AABPX vs BALCX Comparison Chart in %
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AABPX vs. BALCX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. AABPX (108M). AABPX pays higher dividends than BALCX: AABPX (2.02) vs BALCX (1.16). 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 : 16.84 vs. AABPX (7.85). BALCX return over 5 years is better than : 31.27 vs. AABPX (-6.91).
| AABPX | BALCX | AABPX / BALCX | |
| Total Expense Ratio | 1.16 | 1.30 | 89% |
| Annual Report Gross Expense Ratio | 1.16 | 1.30 | 89% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 5.802 | 9.372 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 279B | 0% |
| Annual Yield % from dividends | 2.02 | 1.16 | 174% |
| Returns for 1 year | 7.85 | 16.84 | 47% |
| Returns for 3 years | 18.98 | 42.32 | 45% |
| Returns for 5 years | -6.91 | 31.27 | -22% |
| Returns for 10 years | 5.28 | 77.17 | 7% |
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