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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
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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. AABPX (106M). AABPX pays higher dividends than BALFX: AABPX (2.02) vs BALFX (1.75). 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 : 14.82 vs. AABPX (4.99). BALFX return over 5 years is better than : 33.97 vs. AABPX (-6.28).
| 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 | 4.591 | 8.238 | 56% |
| 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 | 1.75 | 115% |
| Returns for 1 year | 4.99 | 14.82 | 34% |
| Returns for 3 years | 17.09 | 42.73 | 40% |
| Returns for 5 years | -6.28 | 33.97 | -18% |
| Returns for 10 years | 6.98 | 87.44 | 8% |
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