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ABLOX vs BALCX
ABLOX vs BALCX Comparison
Open Charts ABLOX vs BALCX
Alger Balanced I-2
Price$24.31
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets64.35M
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
ABLOX vs BALCX Comparison Chart in %
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ABLOX vs. BALCX commentary
Sep 08, 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: 259B vs. ABLOX (64.4M). BALCX pays higher dividends than ABLOX: BALCX (1.16) 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 : 14.84 vs. BALCX (9.12). ABLOX return over 5 years is better than : 56.26 vs. BALCX (35.50).
| 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 | 10.217 | 10.835 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 259B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 14.84 | 9.12 | 163% |
| Returns for 3 years | 44.93 | 37.20 | 121% |
| Returns for 5 years | 56.26 | 35.50 | 158% |
| Returns for 10 years | 98.70 | 67.85 | 145% |
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