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ABLSX vs BALFX
ABLSX vs BALFX Comparison
Open Charts ABLSX vs BALFX
ABLSX vs BALFX Comparison Chart in %
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ABLSX vs. BALFX 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ABLSX (105M). BALFX pays higher dividends than ABLSX: BALFX (1.75) vs ABLSX (1.38). ABLSX was incepted earlier than BALFX: ABLSX (21 years) vs BALFX (25 years). ABLSX (1.36) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. ABLSX (31.00). BALFX has a lower initial minimum investment than ABLSX: BALFX (250) vs ABLSX (2500). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. ABLSX (5.15). BALFX return over 5 years is better than : 32.23 vs. ABLSX (-2.49).
| ABLSX | BALFX | ABLSX / BALFX | |
| Total Expense Ratio | 1.36 | 0.61 | 223% |
| Annual Report Gross Expense Ratio | 1.36 | 0.61 | 223% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.877 | 8.372 | 70% |
| 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 | 1.75 | 79% |
| Returns for 1 year | 5.15 | 11.29 | 46% |
| Returns for 3 years | 14.71 | 38.49 | 38% |
| Returns for 5 years | -2.49 | 32.23 | -8% |
| Returns for 10 years | 10.20 | 82.24 | 12% |
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