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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$20.89
Change-$0.12 (-0.57%)
VolumeN/A
Net Assets900.67M
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
ABGNX vs BALCX Comparison Chart in %
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ABGNX 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 ABGNX is a Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. ABGNX (901M). ABGNX pays higher dividends than BALCX: ABGNX (1.97) vs BALCX (1.10). ABGNX was incepted earlier than BALCX: ABGNX (9 years) vs BALCX (25 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). BALCX (8.00) and ABGNX (7.75) have marching annual gain over last year. BALCX return over 5 years is better than : 33.87 vs. ABGNX (8.84).
| ABGNX | BALCX | ABGNX / BALCX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.131 | 13.040 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 264B | 0% |
| Annual Yield % from dividends | 1.97 | 1.10 | 178% |
| Returns for 1 year | 7.75 | 8.00 | 97% |
| Returns for 3 years | 38.25 | 37.81 | 101% |
| Returns for 5 years | 8.84 | 33.87 | 26% |
| Returns for 10 years | N/A | 63.16 | - |