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BALPX vs VARBX
BALPX vs VARBX Comparison Chart in %
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BALPX vs. VARBX commentary
Aug 18, 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 BALPX is a Buy and VARBX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.85B vs. VARBX (1.5B). BALPX pays higher dividends than VARBX: BALPX (4.11) vs VARBX (2.46). BALPX was incepted earlier than VARBX: BALPX (18 years) vs VARBX (10 years). VARBX (1.84) is less costly to investors than BALPX (1.60). VARBX is a more actively managed with annual turnover of: 403.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than VARBX: BALPX (1000) vs VARBX (100000). BALPX annual gain was more profitable for investors over the last year : 5.61 vs. VARBX (1.82). BALPX (14.77) and VARBX (14.66) have equivalent 5 years return.
| BALPX | VARBX | BALPX / VARBX | |
| Total Expense Ratio | 1.51 | 1.84 | 82% |
| Annual Report Gross Expense Ratio | 1.60 | 1.84 | 87% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 6.215 | 3.791 | 164% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 1.5B | 322% |
| Annual Yield % from dividends | 4.11 | 2.46 | 167% |
| Returns for 1 year | 5.61 | 1.82 | 308% |
| Returns for 3 years | 10.76 | 9.71 | 111% |
| Returns for 5 years | 14.77 | 14.66 | 101% |
| Returns for 10 years | 19.10 | N/A | - |
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