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ABPZX vs BALCX
ABPZX vs BALCX Comparison
Open Charts ABPZX vs BALCX
ABPZX vs BALCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ABPZX (77.1M). ABPZX pays higher dividends than BALCX: ABPZX (1.46) vs BALCX (1.16). ABPZX was incepted earlier than BALCX: ABPZX (5 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ABPZX (0.94). ABPZX (51.00) and BALCX (50.00) have comparable annual turnover. ABPZX has a lower initial minimum investment than BALCX: ABPZX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.05 vs. ABPZX (10.22).
| ABPZX | BALCX | ABPZX / BALCX | |
| Total Expense Ratio | 0.76 | 1.30 | 58% |
| Annual Report Gross Expense Ratio | 0.94 | 1.30 | 72% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 3.616 | 9.388 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 288B | 0% |
| Annual Yield % from dividends | 1.46 | 1.16 | 126% |
| Returns for 1 year | 10.22 | 16.05 | 64% |
| Returns for 3 years | 19.86 | 36.57 | 54% |
| Returns for 5 years | N/A | 33.55 | - |
| Returns for 10 years | N/A | 78.97 | - |
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