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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$25.05
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets65.37M
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Oct 19, 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: 266B vs. ABLOX (65.4M). BALCX pays higher dividends than ABLOX: BALCX (1.12) 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 : 13.50 vs. BALCX (7.88). ABLOX return over 5 years is better than : 59.68 vs. BALCX (37.80).
| 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 | 13.246 | 13.983 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 266B | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 13.50 | 7.88 | 171% |
| Returns for 3 years | 54.19 | 47.51 | 114% |
| Returns for 5 years | 59.68 | 37.80 | 158% |
| Returns for 10 years | 99.68 | 67.75 | 147% |
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