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AADBX vs BALFX
AADBX vs BALFX Comparison
Open Charts AADBX vs BALFX
AADBX vs BALFX Comparison Chart in %
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AADBX vs. BALFX 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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. AADBX (102M). BALFX (1.76) and AADBX (1.70) have matching dividends . AADBX was incepted earlier than BALFX: AADBX (39 years) vs BALFX (26 years). AADBX (0.88) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. AADBX (31.00). BALFX has a lower initial minimum investment than AADBX: BALFX (250) vs AADBX (250000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. AADBX (2.80). BALFX return over 5 years is better than : 31.40 vs. AADBX (4.31).
| AADBX | BALFX | AADBX / BALFX | |
| Total Expense Ratio | 0.88 | 0.61 | 144% |
| Annual Report Gross Expense Ratio | 0.88 | 0.61 | 144% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | 7.351 | 8.480 | 87% |
| 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 | 1.76 | 97% |
| Returns for 1 year | 2.80 | 6.65 | 42% |
| Returns for 3 years | 22.23 | 41.33 | 54% |
| Returns for 5 years | 4.31 | 31.40 | 14% |
| Returns for 10 years | 20.85 | 83.89 | 25% |
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