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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$20.59
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets896.19M
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
ABGNX vs BALCX Comparison Chart in %
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ABGNX vs. BALCX commentary
Aug 16, 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 ABGNX is a StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. ABGNX (896M). ABGNX pays higher dividends than BALCX: ABGNX (2.05) vs BALCX (1.18). ABGNX was incepted earlier than BALCX: ABGNX (8 years) vs BALCX (24 years). BALCX (1.31) is less costly to investors than ABGNX (0.69). ABGNX is a more actively managed with annual turnover of: 72.00 vs. BALCX (44.00). ABGNX has a lower initial minimum investment than BALCX: ABGNX (0) vs BALCX (250). ABGNX annual gain was more profitable for investors over the last year : 7.71 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. ABGNX (9.09).
| ABGNX | BALCX | ABGNX / BALCX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 5.656 | 9.274 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 256B | 0% |
| Annual Yield % from dividends | 2.05 | 1.18 | 174% |
| Returns for 1 year | 7.71 | 7.16 | 108% |
| Returns for 3 years | 27.02 | 27.12 | 100% |
| Returns for 5 years | 9.09 | 33.87 | 27% |
| Returns for 10 years | N/A | 59.19 | - |
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