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ABINX vs BALCX
ABINX vs BALCX Comparison
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ABINX vs BALCX Comparison Chart in %
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ABINX 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 ABINX is a Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABINX (913M). ABINX pays higher dividends than BALCX: ABINX (1.75) vs BALCX (1.16). ABINX was incepted earlier than BALCX: ABINX (26 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ABINX (0.69). ABINX is a more actively managed with annual turnover of: 84.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than ABINX: BALCX (250) vs ABINX (5000000). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. ABINX (14.50). BALCX return over 5 years is better than : 31.93 vs. ABINX (9.68).
| ABINX | BALCX | ABINX / BALCX | |
| Total Expense Ratio | 0.69 | 1.30 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.30 | 53% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 4.645 | 9.011 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| 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 | 14.50 | 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 | 52.62 | 80.43 | 65% |
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