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ABPYX vs BALFX
ABPYX vs BALFX Comparison
Open Charts ABPYX vs BALFX
AB Sustainable Thematic Bal Port Advisor
Price$12.19
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 Assets244.57B
ABPYX vs BALFX Comparison Chart
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ABPYX 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 ABPYX is a Buy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. ABPYX (90.8M). 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 : 9.19 vs. ABPYX (4.07). BALFX return over 5 years is better than : 29.96 vs. ABPYX (2.75).
| 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 | -0.082 | 2.886 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 245B | 0% |
| Annual Yield % from dividends | 1.10 | 2.21 | 50% |
| Returns for 1 year | 4.07 | 9.19 | 44% |
| Returns for 3 years | 4.05 | 17.52 | 23% |
| Returns for 5 years | 2.75 | 29.96 | 9% |
| Returns for 10 years | 18.01 | 52.44 | 34% |
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