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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 03, 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 Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABLOX (70.7M). 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 : 10.48 vs. ABLOX (7.99). ABLOX return over 5 years is better than : 37.81 vs. BALCX (28.31).
| 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 | 10.195 | 7.959 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.7M | 288B | 0% |
| Annual Yield % from dividends | 2.46 | 1.16 | 213% |
| Returns for 1 year | 7.99 | 10.48 | 76% |
| Returns for 3 years | 40.31 | 35.58 | 113% |
| Returns for 5 years | 37.81 | 28.31 | 134% |
| Returns for 10 years | 95.60 | 73.63 | 130% |
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