Ad is loading...
ABPYX vs BALFX
ABPYX vs BALFX Comparison
Open Charts ABPYX vs BALFX
AB Sustainable Thematic Bal Port Advisor
Price$12.57
Change-$0.05 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$35.05
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
ABPYX vs BALFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABPYX 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 ABPYX is a Buy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 230B vs. ABPYX (94.7M). BALFX pays higher dividends than ABPYX: BALFX (2.21) vs ABPYX (1.10). ABPYX was incepted earlier than BALFX: ABPYX (21 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPYX (46.00). ABPYX has a lower initial minimum investment than BALFX: ABPYX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.54 vs. ABPYX (8.77). BALFX return over 5 years is better than : 32.57 vs. ABPYX (6.87).
| ABPYX | BALFX | ABPYX / 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 | 7.528 | 11.522 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 230B | 0% |
| Annual Yield % from dividends | 1.10 | 2.21 | 50% |
| Returns for 1 year | 8.77 | 12.54 | 70% |
| Returns for 3 years | -3.78 | 11.70 | -32% |
| Returns for 5 years | 6.87 | 32.57 | 21% |
| Returns for 10 years | 22.31 | 46.34 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...