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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
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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. AWIIX (486M). AWIIX pays higher dividends than BALFX: AWIIX (3.33) vs BALFX (1.75). 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 : 10.36 vs. AWIIX (-4.48). BALFX return over 5 years is better than : 31.63 vs. AWIIX (8.98).
| 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 | 1.295 | 7.782 | 17% |
| 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 | 1.75 | 190% |
| Returns for 1 year | -4.48 | 10.36 | -43% |
| Returns for 3 years | 9.38 | 37.64 | 25% |
| Returns for 5 years | 8.98 | 31.63 | 28% |
| Returns for 10 years | 86.78 | 80.16 | 108% |
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