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ARBNX vs BALPX
ARBNX vs BALPX Comparison Chart in %
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ARBNX vs. BALPX commentary
Dec 14, 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 ARBNX is a Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.7B vs. ARBNX (782M). BALPX pays higher dividends than ARBNX: BALPX (4.06) vs ARBNX (0.66). ARBNX was incepted earlier than BALPX: ARBNX (22 years) vs BALPX (18 years). BALPX (1.60) is less costly to investors than ARBNX (1.46). ARBNX is a more actively managed with annual turnover of: 162.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than ARBNX: BALPX (1000) vs ARBNX (100000). ARBNX annual gain was more profitable for investors over the last year : 8.31 vs. BALPX (5.72). BALPX return over 5 years is better than : 11.60 vs. ARBNX (6.25).
| ARBNX | BALPX | ARBNX / BALPX | |
| Total Expense Ratio | 1.46 | 1.51 | 97% |
| Annual Report Gross Expense Ratio | 1.46 | 1.60 | 91% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 8.265 | 6.647 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 4.7B | 17% |
| Annual Yield % from dividends | 0.66 | 4.06 | 16% |
| Returns for 1 year | 8.31 | 5.72 | 145% |
| Returns for 3 years | 12.70 | 12.03 | 106% |
| Returns for 5 years | 6.25 | 11.60 | 54% |
| Returns for 10 years | 15.35 | 30.35 | 51% |
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