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BALPX vs VARCX
BALPX vs VARCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. VARCX (1.57B). BALPX pays higher dividends than VARCX: BALPX (3.41) vs VARCX (2.74). BALPX was incepted earlier than VARCX: BALPX (18 years) vs VARCX (2 years). VARCX (2.81) is less costly to investors than BALPX (1.60). VARCX is a more actively managed with annual turnover of: 293.00 vs. BALPX (81.00). BALPX (1000) and VARCX (1000) have matching initial minimum investment requirements. BALPX annual gain was more profitable for investors over the last year : 5.61 vs. VARCX (2.17).
| BALPX | VARCX | BALPX / VARCX | |
| Total Expense Ratio | 1.51 | 2.81 | 54% |
| Annual Report Gross Expense Ratio | 1.60 | 2.81 | 57% |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | -0.507 | 0.096 | -529% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 1.57B | 302% |
| Annual Yield % from dividends | 3.41 | 2.74 | 125% |
| Returns for 1 year | 5.61 | 2.17 | 259% |
| Returns for 3 years | 12.48 | N/A | - |
| Returns for 5 years | 10.76 | N/A | - |
| Returns for 10 years | 28.70 | N/A | - |
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