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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$23.76
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets63.48M
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Jul 27, 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 StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. ABLOX (63.5M). BALCX pays higher dividends than ABLOX: BALCX (1.19) vs ABLOX (0.00). ABLOX was incepted earlier than BALCX: ABLOX (36 years) vs BALCX (24 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 : 13.90 vs. BALCX (9.43). ABLOX return over 5 years is better than : 58.20 vs. BALCX (35.43).
| 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 | 24 years | - |
| Gain YTD | 7.414 | 8.597 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 254B | 0% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | 13.90 | 9.43 | 147% |
| Returns for 3 years | 40.11 | 32.20 | 125% |
| Returns for 5 years | 58.20 | 35.43 | 164% |
| Returns for 10 years | 86.97 | 58.21 | 149% |
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