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ABCCX vs BALCX
ABCCX vs BALCX Comparison
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ABCCX vs BALCX Comparison Chart in %
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ABCCX vs. BALCX commentary
Jun 03, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. ABCCX (108M). ABCCX (1.21) and BALCX (1.16) have matching dividends . ABCCX was incepted earlier than BALCX: ABCCX (16 years) vs BALCX (25 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 : 16.84 vs. ABCCX (7.08). BALCX return over 5 years is better than : 31.27 vs. ABCCX (-9.16).
| ABCCX | BALCX | ABCCX / BALCX | |
| Total Expense Ratio | 1.95 | 1.30 | 150% |
| Annual Report Gross Expense Ratio | 1.95 | 1.30 | 150% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.397 | 9.372 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 279B | 0% |
| Annual Yield % from dividends | 1.21 | 1.16 | 104% |
| Returns for 1 year | 7.08 | 16.84 | 42% |
| Returns for 3 years | 16.14 | 42.32 | 38% |
| Returns for 5 years | -9.16 | 31.27 | -29% |
| Returns for 10 years | 1.37 | 77.17 | 2% |
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