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ABPAX vs BALFX
ABPAX vs BALFX Comparison
Open Charts ABPAX vs BALFX
AB Sustainable Thematic Bal Port A
Price$12.09
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets90.85M
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ABPAX vs BALFX Comparison Chart
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ABPAX vs. BALFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. ABPAX (90.8M). 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 : 9.19 vs. ABPAX (3.83). BALFX return over 5 years is better than : 29.96 vs. ABPAX (1.47).
| 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 | -0.083 | 2.886 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 242B | 0% |
| Annual Yield % from dividends | 0.85 | 2.21 | 38% |
| Returns for 1 year | 3.83 | 9.19 | 42% |
| Returns for 3 years | 3.19 | 17.52 | 18% |
| Returns for 5 years | 1.47 | 29.96 | 5% |
| Returns for 10 years | 15.60 | 52.44 | 30% |
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