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ARBNX vs BALPX
ARBNX vs BALPX Comparison Chart in %
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ARBNX vs. BALPX commentary
Aug 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 ARBNX is a Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. ARBNX (733M). BALPX pays higher dividends than ARBNX: BALPX (4.11) vs ARBNX (0.67). ARBNX was incepted earlier than BALPX: ARBNX (22 years) vs BALPX (18 years). BALPX (1.60) and ARBNX (1.53) have similar cost to investors . ARBNX is a more actively managed with annual turnover of: 230.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than ARBNX: BALPX (1000) vs ARBNX (100000). BALPX (5.61) and ARBNX (5.48) have marching annual gain over last year. BALPX return over 5 years is better than : 14.77 vs. ARBNX (5.90).
| ARBNX | BALPX | ARBNX / BALPX | |
| Total Expense Ratio | 1.53 | 1.51 | 101% |
| Annual Report Gross Expense Ratio | 1.53 | 1.60 | 96% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 5.361 | 6.215 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 4.85B | 15% |
| Annual Yield % from dividends | 0.67 | 4.11 | 16% |
| Returns for 1 year | 5.48 | 5.61 | 98% |
| Returns for 3 years | 8.69 | 10.76 | 81% |
| Returns for 5 years | 5.90 | 14.77 | 40% |
| Returns for 10 years | 12.00 | 19.10 | 63% |
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