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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$22.75
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets66.27M
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Dec 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ABLOX (66.3M). BALCX pays higher dividends than ABLOX: BALCX (1.08) 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). BALCX annual gain was more profitable for investors over the last year : 8.54 vs. ABLOX (1.25). ABLOX return over 5 years is better than : 39.15 vs. BALCX (30.78).
| 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 | 2.848 | 10.004 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 269B | 0% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | 1.25 | 8.54 | 15% |
| Returns for 3 years | 40.40 | 34.84 | 116% |
| Returns for 5 years | 39.15 | 30.78 | 127% |
| Returns for 10 years | 82.60 | 66.04 | 125% |
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