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BALPX vs VARBX
BALPX vs VARBX Comparison Chart
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BALPX vs. VARBX commentary
Jun 16, 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 StrongBuy and VARBX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. VARBX (1.47B). VARBX pays higher dividends than BALPX: VARBX (2.48) vs BALPX (1.36). 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 : 5.58 vs. VARBX (2.47). VARBX return over 5 years is better than : 14.67 vs. BALPX (11.52).
| 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 | 4.101 | 3.507 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 1.47B | 310% |
| Annual Yield % from dividends | 1.36 | 2.48 | 55% |
| Returns for 1 year | 5.58 | 2.47 | 226% |
| Returns for 3 years | 12.57 | 10.98 | 114% |
| Returns for 5 years | 11.52 | 14.67 | 78% |
| Returns for 10 years | -29.71 | N/A | - |
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