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ABPAX vs BALFX
ABPAX vs BALFX Comparison
Open Charts ABPAX vs BALFX
AB Sustainable Thematic Bal Port A
Price$11.26
Change+$0.58 (+5.43%)
VolumeN/A
Net Assets77.65M
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
ABPAX vs BALFX Comparison Chart
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ABPAX vs. BALFX commentary
Apr 11, 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 ABPAX is a Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 217B vs. ABPAX (77.6M). BALFX pays higher dividends than ABPAX: BALFX (1.95) vs ABPAX (1.31). ABPAX was incepted earlier than BALFX: ABPAX (22 years) vs BALFX (24 years). ABPAX (1.22) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPAX (53.00). BALFX has a lower initial minimum investment than ABPAX: BALFX (250) vs ABPAX (2500). BALFX annual gain was more profitable for investors over the last year : -3.61 vs. ABPAX (-8.74). BALFX return over 5 years is better than : 30.02 vs. ABPAX (4.18).
| ABPAX | BALFX | ABPAX / BALFX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -11.736 | -6.950 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 217B | 0% |
| Annual Yield % from dividends | 1.31 | 1.95 | 67% |
| Returns for 1 year | -8.74 | -3.61 | 242% |
| Returns for 3 years | -7.77 | 4.96 | -157% |
| Returns for 5 years | 4.18 | 30.02 | 14% |
| Returns for 10 years | 1.23 | 39.80 | 3% |
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