Interact to see
Advertisement
Advertisement
ARGAX vs BALPX
ARGAX vs BALPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARGAX vs. BALPX commentary
Dec 15, 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 ARGAX is a Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. ARGAX (782M). BALPX pays higher dividends than ARGAX: BALPX (4.06) vs ARGAX (0.44). ARGAX was incepted earlier than BALPX: ARGAX (13 years) vs BALPX (18 years). ARGAX (1.71) is less costly to investors than BALPX (1.60). ARGAX is a more actively managed with annual turnover of: 162.00 vs. BALPX (81.00). BALPX initial investment is less costly to investors than ARGAX (3%) vs ARGAX (3%). BALPX has a lower initial minimum investment than ARGAX: BALPX (1000) vs ARGAX (2000). ARGAX annual gain was more profitable for investors over the last year : 8.02 vs. BALPX (5.72). BALPX return over 5 years is better than : 11.60 vs. ARGAX (4.44).
| ARGAX | BALPX | ARGAX / BALPX | |
| Total Expense Ratio | 1.71 | 1.51 | 113% |
| Annual Report Gross Expense Ratio | 1.71 | 1.60 | 107% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 8.009 | 6.647 | 120% |
| Front Load | 3% | 5% | 52% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 4.73B | 17% |
| Annual Yield % from dividends | 0.44 | 4.06 | 11% |
| Returns for 1 year | 8.02 | 5.72 | 140% |
| Returns for 3 years | 11.65 | 12.03 | 97% |
| Returns for 5 years | 4.44 | 11.60 | 38% |
| Returns for 10 years | 11.64 | 30.35 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NQVCX | 59.46 | 0.20 | +0.34% |
| Nuveen Multi Cap Value C | |||
| FFNIX | 14.37 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% I | |||
| MLACX | 2.79 | N/A | N/A |
| NYLI Winslow Large Cap Growth Class C | |||
| OBEGX | 36.09 | -0.04 | -0.11% |
| Oberweis Global Opportunities Investor | |||
| TLGCX | 8.49 | -1.55 | -15.44% |
| Timothy Plan Large/Mid Cap Growth C | |||