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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$25.06
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets65.79M
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ABLOX (65.8M). BALCX pays higher dividends than ABLOX: BALCX (1.12) vs ABLOX (0.00). ABLOX was incepted earlier than BALCX: ABLOX (36 years) vs BALCX (25 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 : 15.94 vs. BALCX (9.16). ABLOX return over 5 years is better than : 61.66 vs. BALCX (38.15).
| 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 | 25 years | - |
| Gain YTD | 13.743 | 13.806 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8M | 266B | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 15.94 | 9.16 | 174% |
| Returns for 3 years | 56.93 | 48.04 | 119% |
| Returns for 5 years | 61.66 | 38.15 | 162% |
| Returns for 10 years | 101.53 | 68.87 | 147% |
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