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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
Jul 14, 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 Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. APWIX (73.1M). APWIX pays higher dividends than BALCX: APWIX (1.41) vs BALCX (1.14). 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 : 11.18 vs. APWIX (7.30). BALCX return over 5 years is better than : 29.01 vs. APWIX (3.94).
| 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 | 8.148 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 288B | 0% |
| Annual Yield % from dividends | 1.41 | 1.14 | 124% |
| Returns for 1 year | 7.30 | 11.18 | 65% |
| Returns for 3 years | 21.24 | 36.57 | 58% |
| Returns for 5 years | 3.94 | 29.01 | 14% |
| Returns for 10 years | 31.03 | 72.74 | 43% |
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