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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 24, 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 Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. AABPX (106M). 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 : 15.81 vs. AABPX (4.99). BALCX return over 5 years is better than : 31.93 vs. AABPX (-6.28).
| 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 | 4.591 | 9.011 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 288B | 0% |
| Annual Yield % from dividends | 2.02 | 1.16 | 174% |
| Returns for 1 year | 4.99 | 15.81 | 32% |
| Returns for 3 years | 17.09 | 41.11 | 42% |
| Returns for 5 years | -6.28 | 31.93 | -20% |
| Returns for 10 years | 6.98 | 80.43 | 9% |
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