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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
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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. APWIX (81.3M). BALFX pays higher dividends than APWIX: BALFX (1.75) vs APWIX (1.42). 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 : 17.70 vs. APWIX (11.41). BALFX return over 5 years is better than : 35.27 vs. APWIX (5.31).
| 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 | 9.673 | 37% |
| 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 | 1.75 | 81% |
| Returns for 1 year | 11.41 | 17.70 | 64% |
| Returns for 3 years | 26.38 | 45.43 | 58% |
| Returns for 5 years | 5.31 | 35.27 | 15% |
| Returns for 10 years | 32.32 | 85.79 | 38% |
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