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BALPX vs VARCX
BALPX vs VARCX Comparison
Open Charts BALPX vs VARCX
BALPX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. VARCX (1.63B). VARCX pays higher dividends than BALPX: VARCX (2.70) vs BALPX (0.67). BALPX was incepted earlier than VARCX: BALPX (19 years) vs VARCX (3 years). VARCX (2.80) is less costly to investors than BALPX (1.60). VARCX is a more actively managed with annual turnover of: 293.00 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 : 2.33 vs. VARCX (1.14).
| BALPX | VARCX | BALPX / VARCX | |
| Total Expense Ratio | 1.51 | 2.80 | 54% |
| Annual Report Gross Expense Ratio | 1.60 | 2.80 | 57% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 0.912 | 1.818 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 1.63B | 292% |
| Annual Yield % from dividends | 0.67 | 2.70 | 25% |
| Returns for 1 year | 2.33 | 1.14 | 205% |
| Returns for 3 years | 14.70 | N/A | - |
| Returns for 5 years | 14.56 | N/A | - |
| Returns for 10 years | 29.45 | N/A | - |
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