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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.81
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets110.38M
American Funds American Balanced C
Price$35.08
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
ABFAX vs BALCX Comparison Chart
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ABFAX vs. BALCX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. ABFAX (110M). 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 : 11.60 vs. ABFAX (3.42). BALCX return over 5 years is better than : 27.75 vs. ABFAX (-4.77).
| 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 | 2.340 | 3.025 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 242B | 0% |
| Annual Yield % from dividends | 1.83 | 1.59 | 115% |
| Returns for 1 year | 3.42 | 11.60 | 29% |
| Returns for 3 years | -3.26 | 14.05 | -23% |
| Returns for 5 years | -4.77 | 27.75 | -17% |
| Returns for 10 years | -6.54 | 50.15 | -13% |
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