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ARBFX vs BALPX
ARBFX vs BALPX Comparison Chart in %
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ARBFX vs. BALPX commentary
Sep 16, 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 ARBFX is a Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.87B vs. ARBFX (738M). BALPX pays higher dividends than ARBFX: BALPX (4.08) vs ARBFX (0.42). ARBFX was incepted earlier than BALPX: ARBFX (25 years) vs BALPX (18 years). ARBFX (1.78) is less costly to investors than BALPX (1.60). ARBFX is a more actively managed with annual turnover of: 162.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than ARBFX: BALPX (1000) vs ARBFX (2000). ARBFX annual gain was more profitable for investors over the last year : 6.13 vs. BALPX (5.83). BALPX return over 5 years is better than : 15.26 vs. ARBFX (4.49).
| ARBFX | BALPX | ARBFX / BALPX | |
| Total Expense Ratio | 1.78 | 1.51 | 118% |
| Annual Report Gross Expense Ratio | 1.78 | 1.60 | 111% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 5.659 | 6.323 | 90% |
| 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 | 0.42 | 4.08 | 10% |
| Returns for 1 year | 6.13 | 5.83 | 105% |
| Returns for 3 years | 9.04 | 11.81 | 77% |
| Returns for 5 years | 4.49 | 15.26 | 29% |
| Returns for 10 years | 9.61 | 20.29 | 47% |
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