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ALCBX vs BALFX
ALCBX vs BALFX Comparison
Open Charts ALCBX vs BALFX
ALCBX vs BALFX Comparison Chart in %
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ALCBX vs. BALFX commentary
Jun 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 ALCBX is a Buy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. ALCBX (12.5M). BALFX pays higher dividends than ALCBX: BALFX (1.75) vs ALCBX (1.31). ALCBX was incepted earlier than BALFX: ALCBX (6 years) vs BALFX (25 years). ALCBX (3.24) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. ALCBX (44.00). BALFX has a lower initial minimum investment than ALCBX: BALFX (250) vs ALCBX (2500). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. ALCBX (12.66). BALFX return over 5 years is better than : 35.27 vs. ALCBX (19.52).
| ALCBX | BALFX | ALCBX / BALFX | |
| Total Expense Ratio | 1.85 | 0.61 | 303% |
| Annual Report Gross Expense Ratio | 3.24 | 0.61 | 531% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 7.895 | 9.673 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 279B | 0% |
| Annual Yield % from dividends | 1.31 | 1.75 | 75% |
| Returns for 1 year | 12.66 | 17.70 | 72% |
| Returns for 3 years | 26.79 | 45.43 | 59% |
| Returns for 5 years | 19.52 | 35.27 | 55% |
| Returns for 10 years | 16.25 | 85.79 | 19% |
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