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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.29
Change-$0.34 (-2.92%)
VolumeN/A
Net Assets105.01M
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
ABFAX vs BALCX Comparison Chart
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ABFAX vs. BALCX commentary
Apr 04, 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: 235B vs. ABFAX (105M). ABFAX pays higher dividends than BALCX: ABFAX (2.05) vs BALCX (1.28). ABFAX was incepted earlier than BALCX: ABFAX (15 years) vs BALCX (24 years). BALCX (1.32) is less costly to investors than ABFAX (1.18). BALCX is a more actively managed with annual turnover of: 171.00 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 : 0.58 vs. ABFAX (-3.20). BALCX return over 5 years is better than : 41.73 vs. ABFAX (20.65).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | 1.18 | 1.32 | 89% |
| Annual Report Gross Expense Ratio | 1.18 | 1.32 | 89% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.380 | -2.337 | -59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 235B | 0% |
| Annual Yield % from dividends | 2.05 | 1.28 | 160% |
| Returns for 1 year | -3.20 | 0.58 | -550% |
| Returns for 3 years | -4.09 | 7.28 | -56% |
| Returns for 5 years | 20.65 | 41.73 | 49% |
| Returns for 10 years | -8.78 | 41.88 | -21% |
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