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ARBNX vs BALPX
ARBNX vs BALPX Comparison Chart in %
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ARBNX vs. BALPX commentary
Feb 05, 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 ARBNX is a Buy and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.72B vs. ARBNX (789M). BALPX pays higher dividends than ARBNX: BALPX (3.41) vs ARBNX (0.45). 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). BALPX annual gain was more profitable for investors over the last year : 5.61 vs. ARBNX (4.01). BALPX return over 5 years is better than : 10.76 vs. ARBNX (7.29).
| 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 | 0.071 | -0.507 | -14% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 4.72B | 17% |
| Annual Yield % from dividends | 0.45 | 3.41 | 13% |
| Returns for 1 year | 4.01 | 5.61 | 71% |
| Returns for 3 years | 11.69 | 12.48 | 94% |
| Returns for 5 years | 7.29 | 10.76 | 68% |
| Returns for 10 years | 13.11 | 28.70 | 46% |
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