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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.65
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets103.17M
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
ABFAX vs BALCX Comparison Chart
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ABFAX vs. BALCX commentary
Jun 07, 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 ABFAX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. ABFAX (103M). ABFAX pays higher dividends than BALCX: ABFAX (2.12) vs BALCX (1.24). ABFAX was incepted earlier than BALCX: ABFAX (15 years) vs BALCX (24 years). BALCX (1.31) is less costly to investors than ABFAX (1.18). BALCX is a more actively managed with annual turnover of: 44.00 vs. ABFAX (38.00). BALCX has a lower initial minimum investment than ABFAX: BALCX (250) vs ABFAX (2500). BALCX annual gain was more profitable for investors over the last year : 6.34 vs. ABFAX (-2.80). BALCX return over 5 years is better than : 30.67 vs. ABFAX (-0.43).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | 1.18 | 1.31 | 90% |
| Annual Report Gross Expense Ratio | 1.18 | 1.31 | 90% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.554 | 4.397 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 243B | 0% |
| Annual Yield % from dividends | 2.12 | 1.24 | 171% |
| Returns for 1 year | -2.80 | 6.34 | -44% |
| Returns for 3 years | -1.48 | 20.09 | -7% |
| Returns for 5 years | -0.43 | 30.67 | -1% |
| Returns for 10 years | -8.17 | 52.83 | -15% |
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