ABCCX
Price
$12.54
Change
-$0.02 (-0.16%)
Updated
Sep 11 closing price
Net Assets
102.61M
BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
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ABCCX vs BALCX

ABCCX vs BALCX Comparison Chart in %
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ABCCX vs. BALCX commentary
Sep 15, 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 ABCCX is a Buy and BALCX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. ABCCX (103M). BALCX (1.14) and ABCCX (1.12) have matching dividends . ABCCX was incepted earlier than BALCX: ABCCX (16 years) vs BALCX (26 years). ABCCX (1.95) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. ABCCX (31.00). BALCX has a lower initial minimum investment than ABCCX: BALCX (250) vs ABCCX (1000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. ABCCX (0.05). BALCX return over 5 years is better than : 27.49 vs. ABCCX (-6.34).
ABCCXBALCXABCCX / BALCX
Total Expense Ratio1.951.30150%
Annual Report Gross Expense Ratio1.951.30150%
Fund Existence16 years26 years-
Gain YTD6.4947.95982%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets103M285B0%
Annual Yield % from dividends1.121.1497%
Returns for 1 year0.055.861%
Returns for 3 years13.9538.3136%
Returns for 5 years-6.3427.49-23%
Returns for 10 years1.0075.191%
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