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ABPYX vs BALCX
ABPYX vs BALCX Comparison
Open Charts ABPYX vs BALCX
ABPYX vs BALCX Comparison Chart in %
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ABPYX vs. BALCX commentary
Jun 08, 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 ABPYX is a Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABPYX (79.2M). ABPYX pays higher dividends than BALCX: ABPYX (1.46) vs BALCX (1.16). ABPYX was incepted earlier than BALCX: ABPYX (23 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ABPYX (1.00). ABPYX (51.00) and BALCX (50.00) have comparable annual turnover. ABPYX has a lower initial minimum investment than BALCX: ABPYX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 13.57 vs. ABPYX (8.76). BALCX return over 5 years is better than : 27.67 vs. ABPYX (3.10).
| ABPYX | BALCX | ABPYX / BALCX | |
| Total Expense Ratio | 0.76 | 1.30 | 58% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 1.950 | 7.001 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 288B | 0% |
| Annual Yield % from dividends | 1.46 | 1.16 | 126% |
| Returns for 1 year | 8.76 | 13.57 | 65% |
| Returns for 3 years | 24.32 | 39.28 | 62% |
| Returns for 5 years | 3.10 | 27.67 | 11% |
| Returns for 10 years | 29.17 | 72.49 | 40% |
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