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ARBCX vs BALPX
ARBCX vs BALPX Comparison Chart in %
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ARBCX vs. BALPX commentary
Oct 18, 2025
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 ARBCX is a Hold and BALPX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. ARBCX (734M). BALPX pays higher dividends than ARBCX: BALPX (4.09) vs ARBCX (0.00). ARBCX was incepted earlier than BALPX: ARBCX (13 years) vs BALPX (18 years). ARBCX (2.46) is less costly to investors than BALPX (1.60). ARBCX is a more actively managed with annual turnover of: 162.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than ARBCX: BALPX (1000) vs ARBCX (2000). BALPX annual gain was more profitable for investors over the last year : 5.18 vs. ARBCX (4.28). BALPX return over 5 years is better than : 13.88 vs. ARBCX (-0.88).
| ARBCX | BALPX | ARBCX / BALPX | |
| Total Expense Ratio | 2.46 | 1.51 | 163% |
| Annual Report Gross Expense Ratio | 2.46 | 1.60 | 154% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 5.072 | 6.539 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 4.87B | 15% |
| Annual Yield % from dividends | 0.00 | 4.09 | - |
| Returns for 1 year | 4.28 | 5.18 | 83% |
| Returns for 3 years | 6.51 | 13.24 | 49% |
| Returns for 5 years | -0.88 | 13.88 | -6% |
| Returns for 10 years | 0.41 | 20.40 | 2% |
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