Ad is loading...
ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$20.88
Change+$0.28 (+1.36%)
VolumeN/A
Net Assets56.21M
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets226.04B
ABLOX vs BALCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABLOX vs. BALCX commentary
Apr 15, 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: 226B vs. ABLOX (56.2M). BALCX pays higher dividends than ABLOX: BALCX (1.28) vs ABLOX (0.00). ABLOX was incepted earlier than BALCX: ABLOX (36 years) vs BALCX (24 years). BALCX (1.32) is less costly to investors than ABLOX (1.07). BALCX is a more actively managed with annual turnover of: 171.00 vs. ABLOX (6.05). 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 : 4.40 vs. BALCX (0.12). ABLOX return over 5 years is better than : 52.08 vs. BALCX (31.24).
| ABLOX | BALCX | ABLOX / BALCX | |
| Total Expense Ratio | 1.07 | 1.32 | 81% |
| Annual Report Gross Expense Ratio | 1.07 | 1.32 | 81% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | -5.606 | -3.425 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 226B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 4.40 | 0.12 | 3,653% |
| Returns for 3 years | 15.25 | 8.46 | 180% |
| Returns for 5 years | 52.08 | 31.24 | 167% |
| Returns for 10 years | 63.53 | 39.73 | 160% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWWFX | 30.88 | 0.60 | +1.98% |
| Fidelity Worldwide | |||
| SPWAX | 10.31 | 0.20 | +1.98% |
| American Beacon Stephens Sm Cp Gr A | |||
| PABGX | 159.79 | 2.97 | +1.89% |
| T. Rowe Price Blue Chip Growth Advisor | |||
| ACSMX | 9.86 | 0.16 | +1.65% |
| Advisors Capital Small/Mid Cap | |||
| BAFAX | 38.05 | 0.58 | +1.55% |
| Brown Advisory Flexible Equity Adv | |||