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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
Jun 04, 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 Buy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. ABPAX (81.3M). 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 : 17.70 vs. ABPAX (11.22). BALFX return over 5 years is better than : 35.27 vs. ABPAX (3.84).
| 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 | 9.673 | 36% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3M | 279B | 0% |
| Annual Yield % from dividends | 1.20 | 1.75 | 68% |
| Returns for 1 year | 11.22 | 17.70 | 63% |
| Returns for 3 years | 25.34 | 45.43 | 56% |
| Returns for 5 years | 3.84 | 35.27 | 11% |
| Returns for 10 years | 28.91 | 85.79 | 34% |
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