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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. APWIX (73.1M). BALFX pays higher dividends than APWIX: BALFX (1.75) vs APWIX (1.41). APWIX was incepted earlier than BALFX: APWIX (21 years) vs BALFX (25 years). APWIX (0.97) is less costly to investors than BALFX (0.61). APWIX (51.00) and BALFX (50.00) have comparable annual turnover. APWIX has a lower initial minimum investment than BALFX: APWIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. APWIX (7.30). BALFX return over 5 years is better than : 32.95 vs. APWIX (3.94).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.76 | 0.61 | 125% |
| Annual Report Gross Expense Ratio | 0.97 | 0.61 | 159% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.618 | 8.533 | 42% |
| 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 | 1.75 | 81% |
| Returns for 1 year | 7.30 | 12.01 | 61% |
| Returns for 3 years | 21.24 | 39.55 | 54% |
| Returns for 5 years | 3.94 | 32.95 | 12% |
| Returns for 10 years | 31.03 | 81.34 | 38% |
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