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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.82
Change-$0.09 (-0.76%)
VolumeN/A
Net Assets108.08M
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
ABFAX vs BALCX Comparison Chart
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ABFAX vs. BALCX commentary
Feb 23, 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 Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. ABFAX (108M). ABFAX pays higher dividends than BALCX: ABFAX (1.83) vs BALCX (1.59). ABFAX was incepted earlier than BALCX: ABFAX (15 years) vs BALCX (24 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. ABFAX (48.00). 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 : 8.38 vs. ABFAX (1.68). BALCX return over 5 years is better than : 26.14 vs. ABFAX (-4.90).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.426 | 2.790 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 242B | 0% |
| Annual Yield % from dividends | 1.83 | 1.59 | 115% |
| Returns for 1 year | 1.68 | 8.38 | 20% |
| Returns for 3 years | -2.73 | 15.69 | -17% |
| Returns for 5 years | -4.90 | 26.14 | -19% |
| Returns for 10 years | -8.68 | 46.66 | -19% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BKUI | 49.74 | 0.02 | +0.04% |
| BNY Mellon Ultra Short Income ETF | |||
| USFI | 24.22 | N/A | N/A |
| BrandywineGLOBAL-U.S. Fixed Income ETF | |||
| EFAD | 38.84 | -0.07 | -0.17% |
| ProShares MSCI EAFE Dividend Growers | |||
| HNDL | 21.66 | -0.11 | -0.51% |
| Strategy Shares Nasdaq 7 Handl™ ETF | |||
| FDVV | 51.73 | -0.55 | -1.05% |
| Fidelity High Dividend ETF | |||