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AABPX vs BALFX
AABPX vs BALFX Comparison
Open Charts AABPX vs BALFX
AABPX vs BALFX Comparison Chart in %
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AABPX vs. BALFX commentary
Aug 03, 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. AABPX (105M). AABPX pays higher dividends than BALFX: AABPX (1.96) vs BALFX (1.78). AABPX was incepted earlier than BALFX: AABPX (32 years) vs BALFX (25 years). AABPX (1.16) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. AABPX (31.00). BALFX has a lower initial minimum investment than AABPX: BALFX (250) vs AABPX (2500). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. AABPX (4.29). BALFX return over 5 years is better than : 32.23 vs. AABPX (-5.47).
| AABPX | BALFX | AABPX / BALFX | |
| Total Expense Ratio | 1.16 | 0.61 | 190% |
| Annual Report Gross Expense Ratio | 1.16 | 0.61 | 190% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 6.019 | 8.372 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 288B | 0% |
| Annual Yield % from dividends | 1.96 | 1.78 | 110% |
| Returns for 1 year | 4.29 | 11.29 | 38% |
| Returns for 3 years | 13.08 | 38.49 | 34% |
| Returns for 5 years | -5.47 | 32.23 | -17% |
| Returns for 10 years | 4.85 | 82.24 | 6% |
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