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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$12.82
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
ABPZX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 264B vs. ABPZX (85.6M). BALFX pays higher dividends than ABPZX: BALFX (1.70) vs ABPZX (1.47). ABPZX was incepted earlier than BALFX: ABPZX (4 years) vs BALFX (25 years). ABPZX (0.91) is less costly to investors than BALFX (0.61). ABPZX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). 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 : 8.79 vs. ABPZX (5.28).
| ABPZX | BALFX | ABPZX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.61 | 149% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 6.529 | 13.721 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 264B | 0% |
| Annual Yield % from dividends | 1.47 | 1.70 | 87% |
| Returns for 1 year | 5.28 | 8.79 | 60% |
| Returns for 3 years | 23.67 | 40.54 | 58% |
| Returns for 5 years | N/A | 37.92 | - |
| Returns for 10 years | N/A | 70.45 | - |
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