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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets104.87M
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
ABFAX vs BALCX Comparison Chart in %
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ABFAX vs. BALCX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. ABFAX (105M). ABFAX pays higher dividends than BALCX: ABFAX (2.06) vs BALCX (1.18). 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 : 10.54 vs. ABFAX (-0.47). BALCX return over 5 years is better than : 32.47 vs. ABFAX (2.78).
| 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 | 3.909 | 8.096 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 253B | 0% |
| Annual Yield % from dividends | 2.06 | 1.18 | 175% |
| Returns for 1 year | -0.47 | 10.54 | -4% |
| Returns for 3 years | 3.75 | 28.43 | 13% |
| Returns for 5 years | 2.78 | 32.47 | 9% |
| Returns for 10 years | -5.35 | 56.72 | -9% |
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