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ABLOX vs BALCX
ABLOX vs BALCX Comparison
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ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Aug 23, 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 ABLOX is a StrongBuy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. ABLOX (71.2M). ABLOX pays higher dividends than BALCX: ABLOX (2.46) vs BALCX (1.16). ABLOX was incepted earlier than BALCX: ABLOX (37 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ABLOX (0.94). BALCX is a more actively managed with annual turnover of: 50.00 vs. ABLOX (10.47). BALCX has a lower initial minimum investment than ABLOX: BALCX (250) vs ABLOX (500000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. ABLOX (8.40). ABLOX return over 5 years is better than : 37.95 vs. BALCX (29.99).
| ABLOX | BALCX | ABLOX / BALCX | |
| Total Expense Ratio | 0.94 | 1.30 | 72% |
| Annual Report Gross Expense Ratio | 0.94 | 1.30 | 72% |
| Fund Existence | 37 years | 25 years | - |
| Gain YTD | 11.170 | 9.604 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 283B | 0% |
| Annual Yield % from dividends | 2.46 | 1.16 | 213% |
| Returns for 1 year | 8.40 | 11.76 | 71% |
| Returns for 3 years | 45.90 | 41.83 | 110% |
| Returns for 5 years | 37.95 | 29.99 | 127% |
| Returns for 10 years | 96.16 | 74.16 | 130% |
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