ABCCX
Price
$12.73
Change
+$0.06 (+0.47%)
Updated
Aug 21 closing price
Net Assets
106.55M
BALCX
Price
$40.64
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
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ABCCX vs BALCX

ABCCX vs BALCX Comparison Chart in %
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ABCCX vs. BALCX commentary
Aug 24, 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 StrongBuy and BALCX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. ABCCX (107M). BALCX (1.16) and ABCCX (1.14) 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 : 11.76 vs. ABCCX (4.53). BALCX return over 5 years is better than : 29.99 vs. ABCCX (-5.12).
ABCCXBALCXABCCX / BALCX
Total Expense Ratio1.951.30150%
Annual Report Gross Expense Ratio1.951.30150%
Fund Existence16 years25 years-
Gain YTD8.1079.60484%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets107M283B0%
Annual Yield % from dividends1.141.1698%
Returns for 1 year4.5311.7638%
Returns for 3 years16.9141.8340%
Returns for 5 years-5.1229.99-17%
Returns for 10 years0.4674.161%
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