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ARBNX vs BALPX
ARBNX vs BALPX Comparison Chart in %
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ARBNX 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 ARBNX is a Hold and BALPX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. ARBNX (742M). BALPX pays higher dividends than ARBNX: BALPX (4.09) vs ARBNX (0.66). ARBNX was incepted earlier than BALPX: ARBNX (22 years) vs BALPX (18 years). BALPX (1.60) is less costly to investors than ARBNX (1.46). ARBNX is a more actively managed with annual turnover of: 162.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than ARBNX: BALPX (1000) vs ARBNX (100000). ARBNX annual gain was more profitable for investors over the last year : 7.28 vs. BALPX (6.16). BALPX return over 5 years is better than : 12.08 vs. ARBNX (5.76).
| ARBNX | BALPX | ARBNX / BALPX | |
| Total Expense Ratio | 1.46 | 1.51 | 97% |
| Annual Report Gross Expense Ratio | 1.46 | 1.60 | 91% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 6.925 | 6.431 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 4.75B | 16% |
| Annual Yield % from dividends | 0.66 | 4.09 | 16% |
| Returns for 1 year | 7.28 | 6.16 | 118% |
| Returns for 3 years | 12.08 | 12.52 | 96% |
| Returns for 5 years | 5.76 | 12.08 | 48% |
| Returns for 10 years | 14.19 | 22.07 | 64% |
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