BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
OANBX
Price
$41.16
Change
+$0.13 (+0.32%)
Updated
Sep 11 closing price
Net Assets
6.11B
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BALCX vs OANBX

BALCX vs OANBX Comparison Chart in %
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BALCX vs. OANBX commentary
Sep 12, 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 BALCX is a Buy and OANBX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. OANBX (6.11B). OANBX pays higher dividends than BALCX: OANBX (2.31) vs BALCX (1.14). BALCX was incepted earlier than OANBX: BALCX (26 years) vs OANBX (10 years). BALCX (1.30) is less costly to investors than OANBX (0.59). OANBX is a more actively managed with annual turnover of: 69.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than OANBX: BALCX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 9.60 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. OANBX (25.61).
BALCXOANBXBALCX / OANBX
Total Expense Ratio1.300.59220%
Annual Report Gross Expense Ratio1.300.59220%
Fund Existence26 years10 years-
Gain YTD7.9596.911115%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B6.11B4,664%
Annual Yield % from dividends1.142.3150%
Returns for 1 year5.869.6061%
Returns for 3 years38.3139.5297%
Returns for 5 years27.4925.61107%
Returns for 10 years75.19N/A-
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