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AWIIX vs BALCX
AWIIX vs BALCX Comparison
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AWIIX vs BALCX Comparison Chart in %
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AWIIX vs. BALCX commentary
Jun 24, 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 Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. AWIIX (498M). AWIIX pays higher dividends than BALCX: AWIIX (2.89) vs BALCX (1.16). 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 : 15.81 vs. AWIIX (-3.35). BALCX return over 5 years is better than : 31.93 vs. AWIIX (11.14).
| 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 | 0.117 | 9.011 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 288B | 0% |
| Annual Yield % from dividends | 2.89 | 1.16 | 248% |
| Returns for 1 year | -3.35 | 15.81 | -21% |
| Returns for 3 years | 12.04 | 41.11 | 29% |
| Returns for 5 years | 11.14 | 31.93 | 35% |
| Returns for 10 years | 95.71 | 80.43 | 119% |