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AZNIX vs BALFX
AZNIX vs BALFX Comparison
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AZNIX vs BALFX Comparison Chart in %
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AZNIX 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 AZNIX is a StrongBuy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. AZNIX (4.59B). AZNIX pays higher dividends than BALFX: AZNIX (2.04) vs BALFX (1.76). AZNIX was incepted earlier than BALFX: AZNIX (20 years) vs BALFX (26 years). AZNIX (0.90) is less costly to investors than BALFX (0.61). AZNIX is a more actively managed with annual turnover of: 76.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than AZNIX: BALFX (250) vs AZNIX (1000000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. AZNIX (3.08). BALFX return over 5 years is better than : 31.40 vs. AZNIX (-0.38).
| AZNIX | BALFX | AZNIX / BALFX | |
| Total Expense Ratio | 0.90 | 0.61 | 148% |
| Annual Report Gross Expense Ratio | 0.90 | 0.61 | 148% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 2.296 | 8.480 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 285B | 2% |
| Annual Yield % from dividends | 2.04 | 1.76 | 116% |
| Returns for 1 year | 3.08 | 6.65 | 46% |
| Returns for 3 years | 20.66 | 41.33 | 50% |
| Returns for 5 years | -0.38 | 31.40 | -1% |
| Returns for 10 years | 36.47 | 83.89 | 43% |
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