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APWIX vs BALCX
APWIX vs BALCX Comparison
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APWIX vs BALCX Comparison Chart in %
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APWIX vs. BALCX commentary
Jun 03, 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 APWIX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. APWIX (81.3M). APWIX pays higher dividends than BALCX: APWIX (1.42) vs BALCX (1.16). APWIX was incepted earlier than BALCX: APWIX (21 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than APWIX (0.97). APWIX (51.00) and BALCX (50.00) have comparable annual turnover. APWIX has a lower initial minimum investment than BALCX: APWIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. APWIX (11.41). BALCX return over 5 years is better than : 31.27 vs. APWIX (5.31).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | 0.76 | 1.30 | 58% |
| Annual Report Gross Expense Ratio | 0.97 | 1.30 | 75% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.618 | 9.372 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3M | 279B | 0% |
| Annual Yield % from dividends | 1.42 | 1.16 | 122% |
| Returns for 1 year | 11.41 | 16.84 | 68% |
| Returns for 3 years | 26.38 | 42.32 | 62% |
| Returns for 5 years | 5.31 | 31.27 | 17% |
| Returns for 10 years | 32.32 | 77.17 | 42% |
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