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ABPYX vs BALFX
ABPYX vs BALFX Comparison
Open Charts ABPYX vs BALFX
AB Sustainable Thematic Bal Port Advisor
Price$12.35
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets93.39M
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
ABPYX vs BALFX Comparison Chart
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ABPYX 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 ABPYX is a Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. ABPYX (93.4M). 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 : 12.25 vs. ABPYX (8.73). BALFX return over 5 years is better than : 29.72 vs. ABPYX (4.59).
| 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 | 1.230 | 1.953 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.4M | 240B | 0% |
| Annual Yield % from dividends | 1.10 | 2.21 | 50% |
| Returns for 1 year | 8.73 | 12.25 | 71% |
| Returns for 3 years | 1.04 | 12.28 | 9% |
| Returns for 5 years | 4.59 | 29.72 | 15% |
| Returns for 10 years | 21.79 | 55.85 | 39% |
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