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ABGNX vs BALCX
ABGNX vs BALCX Comparison
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ABGNX vs BALCX Comparison Chart in %
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ABGNX 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 ABGNX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. ABGNX (925M). ABGNX pays higher dividends than BALCX: ABGNX (1.75) vs BALCX (1.16). ABGNX was incepted earlier than BALCX: ABGNX (9 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ABGNX (0.69). ABGNX is a more actively managed with annual turnover of: 84.00 vs. BALCX (50.00). ABGNX has a lower initial minimum investment than BALCX: ABGNX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. ABGNX (15.89). BALCX return over 5 years is better than : 31.27 vs. ABGNX (10.23).
| ABGNX | BALCX | ABGNX / BALCX | |
| Total Expense Ratio | 0.69 | 1.30 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.30 | 53% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.271 | 9.372 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 279B | 0% |
| Annual Yield % from dividends | 1.75 | 1.16 | 150% |
| Returns for 1 year | 15.89 | 16.84 | 94% |
| Returns for 3 years | 40.31 | 42.32 | 95% |
| Returns for 5 years | 10.23 | 31.27 | 33% |
| Returns for 10 years | N/A | 77.17 | - |
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