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BALPX vs VARCX
BALPX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.78B vs. VARCX (1.5B). BALPX pays higher dividends than VARCX: BALPX (4.11) vs VARCX (2.16). BALPX was incepted earlier than VARCX: BALPX (18 years) vs VARCX (2 years). VARCX (2.81) is less costly to investors than BALPX (1.60). VARCX is a more actively managed with annual turnover of: 403.00 vs. BALPX (32.00). BALPX (1000) and VARCX (1000) have matching initial minimum investment requirements. BALPX annual gain was more profitable for investors over the last year : 6.06 vs. VARCX (0.93).
| BALPX | VARCX | BALPX / VARCX | |
| Total Expense Ratio | 1.51 | 2.81 | 54% |
| Annual Report Gross Expense Ratio | 1.60 | 2.81 | 57% |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 5.890 | 3.149 | 187% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 1.5B | 319% |
| Annual Yield % from dividends | 4.11 | 2.16 | 190% |
| Returns for 1 year | 6.06 | 0.93 | 651% |
| Returns for 3 years | 11.12 | N/A | - |
| Returns for 5 years | 14.92 | N/A | - |
| Returns for 10 years | 19.40 | N/A | - |
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