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ACBYX vs BALCX
ACBYX vs BALCX Comparison
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ACBYX vs BALCX Comparison Chart in %
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ACBYX vs. BALCX commentary
Aug 15, 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 ACBYX is a StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. ACBYX (107M). ACBYX pays higher dividends than BALCX: ACBYX (1.66) vs BALCX (1.16). ACBYX was incepted earlier than BALCX: ACBYX (16 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than ACBYX (0.95). BALCX is a more actively managed with annual turnover of: 50.00 vs. ACBYX (31.00). BALCX has a lower initial minimum investment than ACBYX: BALCX (250) vs ACBYX (100000). BALCX annual gain was more profitable for investors over the last year : 11.32 vs. ACBYX (7.78). BALCX return over 5 years is better than : 30.01 vs. ACBYX (5.93).
| ACBYX | BALCX | ACBYX / BALCX | |
| Total Expense Ratio | 0.95 | 1.30 | 73% |
| Annual Report Gross Expense Ratio | 0.95 | 1.30 | 73% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.564 | 10.359 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 283B | 0% |
| Annual Yield % from dividends | 1.66 | 1.16 | 144% |
| Returns for 1 year | 7.78 | 11.32 | 69% |
| Returns for 3 years | 23.36 | 40.46 | 58% |
| Returns for 5 years | 5.93 | 30.01 | 20% |
| Returns for 10 years | 23.28 | 75.36 | 31% |
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