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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
Sep 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 ACBYX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. ACBYX (104M). ACBYX pays higher dividends than BALCX: ACBYX (1.63) vs BALCX (1.14). ACBYX was incepted earlier than BALCX: ACBYX (17 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 : 10.43 vs. ACBYX (5.79). BALCX return over 5 years is better than : 27.77 vs. ACBYX (4.95).
| ACBYX | BALCX | ACBYX / BALCX | |
| Total Expense Ratio | 0.95 | 1.30 | 73% |
| Annual Report Gross Expense Ratio | 0.95 | 1.30 | 73% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 8.296 | 9.442 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 283B | 0% |
| Annual Yield % from dividends | 1.63 | 1.14 | 142% |
| Returns for 1 year | 5.79 | 10.43 | 55% |
| Returns for 3 years | 22.19 | 39.29 | 56% |
| Returns for 5 years | 4.95 | 27.77 | 18% |
| Returns for 10 years | 21.48 | 74.39 | 29% |
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