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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$11.00
Change-$0.27 (-2.40%)
VolumeN/A
Net Assets81.75M
American Funds American Balanced F1
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
ABPZX vs BALFX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 229B vs. ABPZX (81.8M). BALFX pays higher dividends than ABPZX: BALFX (1.95) vs ABPZX (1.67). ABPZX was incepted earlier than BALFX: ABPZX (3 years) vs BALFX (24 years). ABPZX (0.91) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPZX (53.00). ABPZX has a lower initial minimum investment than BALFX: ABPZX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 2.30 vs. ABPZX (-2.05).
| ABPZX | BALFX | ABPZX / BALFX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 0.91 | 0.62 | 147% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | -6.860 | -2.213 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8M | 229B | 0% |
| Annual Yield % from dividends | 1.67 | 1.95 | 86% |
| Returns for 1 year | -2.05 | 2.30 | -89% |
| Returns for 3 years | -1.11 | 11.36 | -10% |
| Returns for 5 years | N/A | 36.63 | - |
| Returns for 10 years | N/A | 47.33 | - |
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