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ABPYX vs BALFX
ABPYX vs BALFX Comparison
Open Charts ABPYX vs BALFX
AB Sustainable Thematic Bal Port Advisor
Price$11.39
Change-$0.36 (-3.06%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
ABPYX vs BALFX Comparison Chart
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ABPYX vs. BALFX commentary
Apr 04, 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 ABPYX is a Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. ABPYX (84.9M). BALFX pays higher dividends than ABPYX: BALFX (1.95) vs ABPYX (1.58). ABPYX was incepted earlier than BALFX: ABPYX (22 years) vs BALFX (24 years). ABPYX (0.92) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPYX (53.00). 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 : 1.33 vs. ABPYX (-0.02). BALFX return over 5 years is better than : 45.99 vs. ABPYX (19.58).
| ABPYX | BALFX | ABPYX / BALFX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 0.92 | 0.62 | 148% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -3.689 | -2.155 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.9M | 235B | 0% |
| Annual Yield % from dividends | 1.58 | 1.95 | 81% |
| Returns for 1 year | -0.02 | 1.33 | -2% |
| Returns for 3 years | -0.86 | 9.14 | -9% |
| Returns for 5 years | 19.58 | 45.99 | 43% |
| Returns for 10 years | 13.21 | 47.77 | 28% |