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ABFAX vs BALCX
ABFAX vs BALCX Comparison
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ABFAX vs BALCX Comparison Chart in %
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ABFAX vs. BALCX commentary
Jul 05, 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 ABFAX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABFAX (105M). ABFAX pays higher dividends than BALCX: ABFAX (2.00) vs BALCX (1.14). ABFAX was incepted earlier than BALCX: ABFAX (16 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ABFAX (1.19). BALCX is a more actively managed with annual turnover of: 50.00 vs. ABFAX (31.00). BALCX has a lower initial minimum investment than ABFAX: BALCX (250) vs ABFAX (2500). BALCX annual gain was more profitable for investors over the last year : 12.30 vs. ABFAX (2.46). BALCX return over 5 years is better than : 29.99 vs. ABFAX (-5.89).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | 1.19 | 1.30 | 92% |
| Annual Report Gross Expense Ratio | 1.19 | 1.30 | 92% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.246 | 8.876 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 288B | 0% |
| Annual Yield % from dividends | 2.00 | 1.14 | 176% |
| Returns for 1 year | 2.46 | 12.30 | 20% |
| Returns for 3 years | 15.18 | 39.03 | 39% |
| Returns for 5 years | -5.89 | 29.99 | -20% |
| Returns for 10 years | 8.07 | 76.31 | 11% |
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