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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
Aug 01, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. AADBX (105M). AADBX pays higher dividends than BALCX: AADBX (1.79) vs BALCX (1.14). AADBX was incepted earlier than BALCX: AADBX (39 years) vs BALCX (25 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 : 10.48 vs. AADBX (6.50). BALCX return over 5 years is better than : 28.31 vs. AADBX (2.76).
| 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 | 25 years | - |
| Gain YTD | 6.202 | 7.959 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 288B | 0% |
| Annual Yield % from dividends | 1.79 | 1.14 | 157% |
| Returns for 1 year | 6.50 | 10.48 | 62% |
| Returns for 3 years | 18.34 | 35.58 | 52% |
| Returns for 5 years | 2.76 | 28.31 | 10% |
| Returns for 10 years | 20.71 | 73.63 | 28% |
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