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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$22.87
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets66.57M
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Jan 15, 2026
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 Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ABLOX (66.6M). ABLOX pays higher dividends than BALCX: ABLOX (2.69) vs BALCX (1.28). 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). BALCX annual gain was more profitable for investors over the last year : 13.38 vs. ABLOX (6.56). ABLOX return over 5 years is better than : 41.81 vs. BALCX (32.47).
| 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 | 1.374 | 2.315 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 270B | 0% |
| Annual Yield % from dividends | 2.69 | 1.28 | 210% |
| Returns for 1 year | 6.56 | 13.38 | 49% |
| Returns for 3 years | 41.50 | 34.71 | 120% |
| Returns for 5 years | 41.81 | 32.47 | 129% |
| Returns for 10 years | 101.14 | 80.41 | 126% |
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