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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: 4.88B vs. VARCX (1.56B). BALPX pays higher dividends than VARCX: BALPX (4.09) vs VARCX (2.15). 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 (81.00). BALPX (1000) and VARCX (1000) have matching initial minimum investment requirements. BALPX annual gain was more profitable for investors over the last year : 5.29 vs. VARCX (1.59).
| 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 | 6.539 | 4.485 | 146% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 1.56B | 314% |
| Annual Yield % from dividends | 4.09 | 2.15 | 190% |
| Returns for 1 year | 5.29 | 1.59 | 333% |
| Returns for 3 years | 12.87 | N/A | - |
| Returns for 5 years | 13.88 | N/A | - |
| Returns for 10 years | 20.13 | N/A | - |
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