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ARBFX vs BALPX
ARBFX vs BALPX Comparison Chart in %
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ARBFX vs. BALPX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. ARBFX (742M). BALPX pays higher dividends than ARBFX: BALPX (4.09) vs ARBFX (0.42). ARBFX was incepted earlier than BALPX: ARBFX (25 years) vs BALPX (18 years). ARBFX (1.71) 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 : 6.98 vs. BALPX (6.16). BALPX return over 5 years is better than : 12.08 vs. ARBFX (3.91).
| ARBFX | BALPX | ARBFX / BALPX | |
| Total Expense Ratio | 1.71 | 1.51 | 113% |
| Annual Report Gross Expense Ratio | 1.71 | 1.60 | 107% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 6.667 | 6.431 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 4.75B | 16% |
| Annual Yield % from dividends | 0.42 | 4.09 | 10% |
| Returns for 1 year | 6.98 | 6.16 | 113% |
| Returns for 3 years | 10.95 | 12.52 | 87% |
| Returns for 5 years | 3.91 | 12.08 | 32% |
| Returns for 10 years | 10.57 | 22.07 | 48% |
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