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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$21.09
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets914.59M
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ABGNX vs BALCX Comparison Chart in %
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ABGNX vs. BALCX commentary
Oct 08, 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 Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ABGNX (915M). ABGNX pays higher dividends than BALCX: ABGNX (1.99) vs BALCX (1.12). 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). ABGNX (9.24) and BALCX (9.16) have marching annual gain over last year. BALCX return over 5 years is better than : 38.15 vs. ABGNX (11.23).
| 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 | 8.800 | 13.806 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 266B | 0% |
| Annual Yield % from dividends | 1.99 | 1.12 | 178% |
| Returns for 1 year | 9.24 | 9.16 | 101% |
| Returns for 3 years | 48.42 | 48.04 | 101% |
| Returns for 5 years | 11.23 | 38.15 | 29% |
| Returns for 10 years | N/A | 68.87 | - |
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