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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$22.44
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets60.19M
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
ABLOX vs BALCX Comparison Chart
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ABLOX vs. BALCX commentary
Jun 07, 2025
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 ABLOX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. ABLOX (60.2M). BALCX pays higher dividends than ABLOX: BALCX (1.24) vs ABLOX (0.00). ABLOX was incepted earlier than BALCX: ABLOX (36 years) vs BALCX (24 years). BALCX (1.31) is less costly to investors than ABLOX (1.03). BALCX is a more actively managed with annual turnover of: 44.00 vs. ABLOX (12.82). BALCX has a lower initial minimum investment than ABLOX: BALCX (250) vs ABLOX (500000). ABLOX annual gain was more profitable for investors over the last year : 8.98 vs. BALCX (6.16). ABLOX return over 5 years is better than : 50.40 vs. BALCX (30.52).
| ABLOX | BALCX | ABLOX / BALCX | |
| Total Expense Ratio | 1.03 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.03 | 1.31 | 79% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 1.537 | 4.280 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 244B | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 8.98 | 6.16 | 146% |
| Returns for 3 years | 28.46 | 20.86 | 136% |
| Returns for 5 years | 50.40 | 30.52 | 165% |
| Returns for 10 years | 77.82 | 52.67 | 148% |
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