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ABPAX vs BALFX
ABPAX vs BALFX Comparison
Open Charts ABPAX vs BALFX
AB Sustainable Thematic Bal Port A
Price$12.22
Change-$0.22 (-1.77%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
ABPAX vs BALFX Comparison Chart
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ABPAX vs. BALFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. ABPAX (94.3M). BALFX pays higher dividends than ABPAX: BALFX (2.21) vs ABPAX (0.85). ABPAX was incepted earlier than BALFX: ABPAX (21 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPAX (46.00). 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 : 12.54 vs. ABPAX (8.48). BALFX return over 5 years is better than : 32.57 vs. ABPAX (5.58).
| ABPAX | BALFX | ABPAX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 7.334 | 11.522 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 241B | 0% |
| Annual Yield % from dividends | 0.85 | 2.21 | 38% |
| Returns for 1 year | 8.48 | 12.54 | 68% |
| Returns for 3 years | -4.61 | 11.70 | -39% |
| Returns for 5 years | 5.58 | 32.57 | 17% |
| Returns for 10 years | 19.66 | 46.34 | 42% |
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