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ABCCX vs BALFX
ABCCX vs BALFX Comparison
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ABCCX vs BALFX Comparison Chart in %
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ABCCX vs. BALFX commentary
Aug 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 Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ABCCX (105M). BALFX pays higher dividends than ABCCX: BALFX (1.78) vs ABCCX (1.14). ABCCX was incepted earlier than BALFX: ABCCX (16 years) vs BALFX (25 years). ABCCX (1.95) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. ABCCX (31.00). BALFX has a lower initial minimum investment than ABCCX: BALFX (250) vs ABCCX (1000). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. ABCCX (3.58). BALFX return over 5 years is better than : 32.23 vs. ABCCX (-7.75).
| ABCCX | BALFX | ABCCX / BALFX | |
| Total Expense Ratio | 1.95 | 0.61 | 320% |
| Annual Report Gross Expense Ratio | 1.95 | 0.61 | 320% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.475 | 8.372 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 288B | 0% |
| Annual Yield % from dividends | 1.14 | 1.78 | 64% |
| Returns for 1 year | 3.58 | 11.29 | 32% |
| Returns for 3 years | 10.33 | 38.49 | 27% |
| Returns for 5 years | -7.75 | 32.23 | -24% |
| Returns for 10 years | 0.79 | 82.24 | 1% |
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