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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$12.13
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets106.8M
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
ABFAX vs BALCX Comparison Chart in %
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ABFAX vs. BALCX commentary
Nov 20, 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: 263B vs. ABFAX (107M). ABFAX pays higher dividends than BALCX: ABFAX (2.05) vs BALCX (1.10). ABFAX was incepted earlier than BALCX: ABFAX (16 years) vs BALCX (25 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 : 8.17 vs. ABFAX (-4.39). BALCX return over 5 years is better than : 34.58 vs. ABFAX (-1.84).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | 1.18 | 1.31 | 90% |
| Annual Report Gross Expense Ratio | 1.18 | 1.31 | 90% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 7.095 | 13.334 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 263B | 0% |
| Annual Yield % from dividends | 2.05 | 1.10 | 186% |
| Returns for 1 year | -4.39 | 8.17 | -54% |
| Returns for 3 years | 7.65 | 38.17 | 20% |
| Returns for 5 years | -1.84 | 34.58 | -5% |
| Returns for 10 years | 0.54 | 63.59 | 1% |