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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
Jul 25, 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 Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ACBYX (103M). ACBYX pays higher dividends than BALCX: ACBYX (1.72) vs BALCX (1.14). 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 : 9.54 vs. ACBYX (4.06). BALCX return over 5 years is better than : 27.72 vs. ACBYX (3.18).
| 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 | 4.891 | 7.366 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 288B | 0% |
| Annual Yield % from dividends | 1.72 | 1.14 | 151% |
| Returns for 1 year | 4.06 | 9.54 | 43% |
| Returns for 3 years | 16.93 | 34.70 | 49% |
| Returns for 5 years | 3.18 | 27.72 | 11% |
| Returns for 10 years | 19.48 | 71.56 | 27% |
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