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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Aug 17, 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. AWIIX (483M). AWIIX pays higher dividends than BALFX: AWIIX (2.40) vs BALFX (1.78). AWIIX was incepted earlier than BALFX: AWIIX (12 years) vs BALFX (25 years). AWIIX (0.69) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. AWIIX (24.00). BALFX has a lower initial minimum investment than AWIIX: BALFX (250) vs AWIIX (250000). BALFX annual gain was more profitable for investors over the last year : 11.76 vs. AWIIX (-3.33). BALFX return over 5 years is better than : 33.44 vs. AWIIX (10.60).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.728 | 10.359 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 283B | 0% |
| Annual Yield % from dividends | 2.40 | 1.78 | 135% |
| Returns for 1 year | -3.33 | 11.76 | -28% |
| Returns for 3 years | 15.30 | 44.09 | 35% |
| Returns for 5 years | 10.60 | 33.44 | 32% |
| Returns for 10 years | 89.77 | 83.80 | 107% |
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