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BALPX vs VARCX
BALPX vs VARCX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.56B vs. VARCX (1.47B). VARCX pays higher dividends than BALPX: VARCX (2.17) vs BALPX (1.36). BALPX was incepted earlier than VARCX: BALPX (18 years) vs VARCX (1 year). VARCX (2.81) is less costly to investors than BALPX (1.60). VARCX is a more actively managed with annual turnover of: 403.00 vs. BALPX (32.00). BALPX (1000) and VARCX (1000) have matching initial minimum investment requirements. BALPX annual gain was more profitable for investors over the last year : 5.58 vs. VARCX (1.39).
| 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 | 1 year | - |
| Gain YTD | 4.101 | 3.053 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 1.47B | 310% |
| Annual Yield % from dividends | 1.36 | 2.17 | 62% |
| Returns for 1 year | 5.58 | 1.39 | 401% |
| Returns for 3 years | 12.57 | N/A | - |
| Returns for 5 years | 11.52 | N/A | - |
| Returns for 10 years | -29.71 | N/A | - |
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