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AADBX vs BALFX
AADBX vs BALFX Comparison
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AADBX vs BALFX Comparison Chart in %
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AADBX vs. BALFX commentary
Aug 23, 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: 283B vs. AADBX (106M). BALFX (1.78) and AADBX (1.74) 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 : 11.92 vs. AADBX (6.75). BALFX return over 5 years is better than : 33.44 vs. AADBX (5.17).
| 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 | 8.365 | 9.661 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 283B | 0% |
| Annual Yield % from dividends | 1.74 | 1.78 | 98% |
| Returns for 1 year | 6.75 | 11.92 | 57% |
| Returns for 3 years | 24.38 | 44.13 | 55% |
| Returns for 5 years | 5.17 | 33.44 | 15% |
| Returns for 10 years | 19.97 | 82.28 | 24% |
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