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AWIIX vs BALCX
AWIIX vs BALCX Comparison
Open Charts AWIIX vs BALCX
AWIIX vs BALCX Comparison Chart in %
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AWIIX vs. BALCX commentary
Jul 28, 2026
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 AWIIX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. AWIIX (486M). AWIIX pays higher dividends than BALCX: AWIIX (3.33) vs BALCX (1.14). AWIIX was incepted earlier than BALCX: AWIIX (12 years) vs BALCX (25 years). BALCX (1.30) is less costly to investors than AWIIX (0.69). BALCX is a more actively managed with annual turnover of: 50.00 vs. AWIIX (24.00). BALCX has a lower initial minimum investment than AWIIX: BALCX (250) vs AWIIX (250000). BALCX annual gain was more profitable for investors over the last year : 9.54 vs. AWIIX (-4.48). BALCX return over 5 years is better than : 27.72 vs. AWIIX (8.98).
| AWIIX | BALCX | AWIIX / BALCX | |
| Total Expense Ratio | 0.69 | 1.30 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.30 | 53% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 1.295 | 7.366 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 288B | 0% |
| Annual Yield % from dividends | 3.33 | 1.14 | 293% |
| Returns for 1 year | -4.48 | 9.54 | -47% |
| Returns for 3 years | 9.38 | 34.70 | 27% |
| Returns for 5 years | 8.98 | 27.72 | 32% |
| Returns for 10 years | 86.78 | 71.56 | 121% |
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