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ABPYX vs BALFX
ABPYX vs BALFX Comparison
Open Charts ABPYX vs BALFX
ABPYX vs BALFX Comparison Chart in %
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ABPYX vs. BALFX commentary
Jul 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 ABPYX is a Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ABPYX (74.1M). BALFX pays higher dividends than ABPYX: BALFX (1.75) vs ABPYX (1.46). ABPYX was incepted earlier than BALFX: ABPYX (23 years) vs BALFX (25 years). ABPYX (1.00) is less costly to investors than BALFX (0.61). ABPYX (51.00) and BALFX (50.00) have comparable annual turnover. ABPYX has a lower initial minimum investment than BALFX: ABPYX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 13.15 vs. ABPYX (6.11). BALFX return over 5 years is better than : 33.96 vs. ABPYX (3.37).
| ABPYX | BALFX | ABPYX / BALFX | |
| Total Expense Ratio | 0.76 | 0.61 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.61 | 164% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 2.964 | 9.258 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.1M | 288B | 0% |
| Annual Yield % from dividends | 1.46 | 1.75 | 83% |
| Returns for 1 year | 6.11 | 13.15 | 46% |
| Returns for 3 years | 21.99 | 42.09 | 52% |
| Returns for 5 years | 3.37 | 33.96 | 10% |
| Returns for 10 years | 30.67 | 85.14 | 36% |
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