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ARBCX vs BALPX
ARBCX vs BALPX Comparison Chart
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ARBCX vs. BALPX commentary
May 24, 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: 4.54B vs. ARBCX (719M). BALPX pays higher dividends than ARBCX: BALPX (1.38) vs ARBCX (0.00). ARBCX was incepted earlier than BALPX: ARBCX (13 years) vs BALPX (17 years). ARBCX (2.53) is less costly to investors than BALPX (1.60). ARBCX is a more actively managed with annual turnover of: 230.00 vs. BALPX (32.00). 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 : 4.61 vs. ARBCX (4.14). BALPX return over 5 years is better than : 11.56 vs. ARBCX (-1.71).
| 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 | 17 years | - |
| Gain YTD | 2.113 | 3.470 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 4.54B | 16% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 4.14 | 4.61 | 90% |
| Returns for 3 years | 4.68 | 10.21 | 46% |
| Returns for 5 years | -1.71 | 11.56 | -15% |
| Returns for 10 years | -4.87 | -30.04 | 16% |
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