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ABPAX vs BALFX
ABPAX vs BALFX Comparison
Open Charts ABPAX vs BALFX
ABPAX vs BALFX Comparison Chart in %
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ABPAX vs. BALFX commentary
Jul 14, 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 ABPAX is a Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ABPAX (73.1M). BALFX pays higher dividends than ABPAX: BALFX (1.75) vs ABPAX (1.20). ABPAX was incepted earlier than BALFX: ABPAX (23 years) vs BALFX (25 years). ABPAX (1.25) is less costly to investors than BALFX (0.61). ABPAX (51.00) and BALFX (50.00) have comparable annual turnover. BALFX has a lower initial minimum investment than ABPAX: BALFX (250) vs ABPAX (2500). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. ABPAX (7.02). BALFX return over 5 years is better than : 32.95 vs. ABPAX (2.47).
| ABPAX | BALFX | ABPAX / BALFX | |
| Total Expense Ratio | 1.01 | 0.61 | 166% |
| Annual Report Gross Expense Ratio | 1.25 | 0.61 | 205% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 3.459 | 8.533 | 41% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 288B | 0% |
| Annual Yield % from dividends | 1.20 | 1.75 | 68% |
| Returns for 1 year | 7.02 | 12.01 | 58% |
| Returns for 3 years | 20.25 | 39.55 | 51% |
| Returns for 5 years | 2.47 | 32.95 | 8% |
| Returns for 10 years | 27.65 | 81.34 | 34% |
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