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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 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 ABGNX is a Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABGNX (913M). 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 : 15.81 vs. ABGNX (14.55). BALCX return over 5 years is better than : 31.93 vs. ABGNX (9.68).
| 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 | 4.645 | 9.011 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 913M | 288B | 0% |
| Annual Yield % from dividends | 1.75 | 1.16 | 150% |
| Returns for 1 year | 14.55 | 15.81 | 92% |
| Returns for 3 years | 38.64 | 41.11 | 94% |
| Returns for 5 years | 9.68 | 31.93 | 30% |
| Returns for 10 years | N/A | 80.43 | - |
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