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AZNCX vs BALFX
AZNCX vs BALFX Comparison
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AZNCX vs BALFX Comparison Chart in %
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AZNCX vs. BALFX commentary
Sep 13, 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 AZNCX is a StrongBuy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. AZNCX (4.59B). AZNCX (1.82) and BALFX (1.76) have matching dividends . AZNCX was incepted earlier than BALFX: AZNCX (20 years) vs BALFX (26 years). AZNCX (1.90) is less costly to investors than BALFX (0.61). AZNCX is a more actively managed with annual turnover of: 76.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than AZNCX: BALFX (250) vs AZNCX (2500). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. AZNCX (0.81). BALFX return over 5 years is better than : 31.40 vs. AZNCX (-9.98).
| AZNCX | BALFX | AZNCX / BALFX | |
| Total Expense Ratio | 1.90 | 0.61 | 311% |
| Annual Report Gross Expense Ratio | 1.90 | 0.61 | 311% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 0.848 | 8.480 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 285B | 2% |
| Annual Yield % from dividends | 1.82 | 1.76 | 103% |
| Returns for 1 year | 0.81 | 6.65 | 12% |
| Returns for 3 years | 13.37 | 41.33 | 32% |
| Returns for 5 years | -9.98 | 31.40 | -32% |
| Returns for 10 years | 12.96 | 83.89 | 15% |