Interact to see
Advertisement
Advertisement
ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$25.33
Change-$0.31 (-1.21%)
VolumeN/A
Net Assets66.45M
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
ABLOX vs BALCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ABLOX vs. BALCX commentary
Nov 14, 2025
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 ABLOX is a Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ABLOX (66.4M). BALCX pays higher dividends than ABLOX: BALCX (1.10) vs ABLOX (0.00). ABLOX was incepted earlier than BALCX: ABLOX (36 years) vs BALCX (25 years). BALCX (1.31) is less costly to investors than ABLOX (1.03). BALCX is a more actively managed with annual turnover of: 44.00 vs. ABLOX (12.82). BALCX has a lower initial minimum investment than ABLOX: BALCX (250) vs ABLOX (500000). ABLOX annual gain was more profitable for investors over the last year : 14.20 vs. BALCX (7.94). ABLOX return over 5 years is better than : 57.62 vs. BALCX (35.35).
| ABLOX | BALCX | ABLOX / BALCX | |
| Total Expense Ratio | 1.03 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.03 | 1.31 | 79% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | 14.512 | 14.101 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 269B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 14.20 | 7.94 | 179% |
| Returns for 3 years | 48.43 | 39.68 | 122% |
| Returns for 5 years | 57.62 | 35.35 | 163% |
| Returns for 10 years | 100.81 | 66.50 | 152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement