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ARBCX vs BALPX
ARBCX vs BALPX Comparison Chart in %
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ARBCX vs. BALPX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. ARBCX (738M). BALPX pays higher dividends than ARBCX: BALPX (4.08) vs ARBCX (0.00). ARBCX was incepted earlier than BALPX: ARBCX (13 years) vs BALPX (18 years). ARBCX (2.53) 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 : 5.72 vs. ARBCX (5.07). BALPX return over 5 years is better than : 14.64 vs. ARBCX (-0.40).
| ARBCX | BALPX | ARBCX / BALPX | |
| Total Expense Ratio | 2.53 | 1.51 | 168% |
| Annual Report Gross Expense Ratio | 2.53 | 1.60 | 158% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 5.156 | 6.323 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 4.87B | 15% |
| Annual Yield % from dividends | 0.00 | 4.08 | - |
| Returns for 1 year | 5.07 | 5.72 | 89% |
| Returns for 3 years | 6.42 | 12.29 | 52% |
| Returns for 5 years | -0.40 | 14.64 | -3% |
| Returns for 10 years | 0.49 | 20.70 | 2% |
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