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AADBX vs BALCX
AADBX vs BALCX Comparison
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AADBX vs BALCX Comparison Chart in %
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AADBX vs. BALCX commentary
Sep 12, 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 AADBX is a Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. AADBX (102M). AADBX pays higher dividends than BALCX: AADBX (1.70) vs BALCX (1.14). AADBX was incepted earlier than BALCX: AADBX (39 years) vs BALCX (26 years). BALCX (1.30) is less costly to investors than AADBX (0.88). BALCX is a more actively managed with annual turnover of: 50.00 vs. AADBX (31.00). BALCX has a lower initial minimum investment than AADBX: BALCX (250) vs AADBX (250000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. AADBX (2.80). BALCX return over 5 years is better than : 27.49 vs. AADBX (4.31).
| AADBX | BALCX | AADBX / BALCX | |
| Total Expense Ratio | 0.88 | 1.30 | 68% |
| Annual Report Gross Expense Ratio | 0.88 | 1.30 | 68% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | 7.351 | 7.959 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 285B | 0% |
| Annual Yield % from dividends | 1.70 | 1.14 | 149% |
| Returns for 1 year | 2.80 | 5.86 | 48% |
| Returns for 3 years | 22.23 | 38.31 | 58% |
| Returns for 5 years | 4.31 | 27.49 | 16% |
| Returns for 10 years | 20.85 | 75.19 | 28% |
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