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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 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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. AABPX (108M). 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 : 17.70 vs. AABPX (7.85). BALFX return over 5 years is better than : 35.27 vs. AABPX (-6.91).
| 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 | 5.802 | 9.673 | 60% |
| 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 | 1.75 | 115% |
| Returns for 1 year | 7.85 | 17.70 | 44% |
| Returns for 3 years | 18.98 | 45.43 | 42% |
| Returns for 5 years | -6.91 | 35.27 | -20% |
| Returns for 10 years | 5.28 | 85.79 | 6% |
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