Ad is loading...
ABPAX vs BALFX
ABPAX vs BALFX Comparison
Open Charts ABPAX vs BALFX
AB Sustainable Thematic Bal Port A
Price$12.25
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets93.39M
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
ABPAX vs BALFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABPAX vs. BALFX commentary
Jan 19, 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 Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. ABPAX (93.4M). 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 : 12.25 vs. ABPAX (8.43). BALFX return over 5 years is better than : 29.72 vs. ABPAX (3.29).
| 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 | 1.240 | 1.953 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.4M | 240B | 0% |
| Annual Yield % from dividends | 0.85 | 2.21 | 38% |
| Returns for 1 year | 8.43 | 12.25 | 69% |
| Returns for 3 years | 0.20 | 12.28 | 2% |
| Returns for 5 years | 3.29 | 29.72 | 11% |
| Returns for 10 years | 19.22 | 55.85 | 34% |