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ABLSX vs BALCX
ABLSX vs BALCX Comparison
Open Charts ABLSX vs BALCX
ABLSX vs BALCX Comparison Chart in %
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ABLSX vs. BALCX commentary
Aug 01, 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 ABLSX is a Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABLSX (105M). ABLSX pays higher dividends than BALCX: ABLSX (1.38) vs BALCX (1.14). ABLSX was incepted earlier than BALCX: ABLSX (21 years) vs BALCX (25 years). ABLSX (1.36) and BALCX (1.30) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 50.00 vs. ABLSX (31.00). BALCX has a lower initial minimum investment than ABLSX: BALCX (250) vs ABLSX (2500). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. ABLSX (5.15). BALCX return over 5 years is better than : 28.31 vs. ABLSX (-2.49).
| ABLSX | BALCX | ABLSX / BALCX | |
| Total Expense Ratio | 1.36 | 1.30 | 105% |
| Annual Report Gross Expense Ratio | 1.36 | 1.30 | 105% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.877 | 7.959 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 288B | 0% |
| Annual Yield % from dividends | 1.38 | 1.14 | 122% |
| Returns for 1 year | 5.15 | 10.48 | 49% |
| Returns for 3 years | 14.71 | 35.58 | 41% |
| Returns for 5 years | -2.49 | 28.31 | -9% |
| Returns for 10 years | 10.20 | 73.63 | 14% |
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