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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Sep 12, 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: 285B vs. ABLOX (70M). ABLOX pays higher dividends than BALCX: ABLOX (2.44) vs BALCX (1.14). ABLOX was incepted earlier than BALCX: ABLOX (37 years) vs BALCX (26 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 : 5.86 vs. ABLOX (3.40). ABLOX return over 5 years is better than : 37.07 vs. BALCX (27.49).
| 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 | 26 years | - |
| Gain YTD | 10.461 | 7.959 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70M | 285B | 0% |
| Annual Yield % from dividends | 2.44 | 1.14 | 213% |
| Returns for 1 year | 3.40 | 5.86 | 58% |
| Returns for 3 years | 42.97 | 38.31 | 112% |
| Returns for 5 years | 37.07 | 27.49 | 135% |
| Returns for 10 years | 98.69 | 75.19 | 131% |
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