Interact to see
Advertisement
Advertisement
AADBX vs BALFX
AADBX vs BALFX Comparison
Open Charts AADBX vs BALFX
AADBX vs BALFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AADBX vs. BALFX 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. AADBX (105M). AADBX (1.79) and BALFX (1.75) have matching dividends . AADBX was incepted earlier than BALFX: AADBX (39 years) vs BALFX (25 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 : 11.29 vs. AADBX (6.50). BALFX return over 5 years is better than : 32.23 vs. AADBX (2.76).
| 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 | 25 years | - |
| Gain YTD | 6.202 | 8.372 | 74% |
| 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 | 1.75 | 102% |
| Returns for 1 year | 6.50 | 11.29 | 58% |
| Returns for 3 years | 18.34 | 38.49 | 48% |
| Returns for 5 years | 2.76 | 32.23 | 9% |
| Returns for 10 years | 20.71 | 82.24 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers