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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$12.41
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets87.7M
American Funds American Balanced F1
Price$36.48
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
ABPZX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 250B vs. ABPZX (87.7M). BALFX pays higher dividends than ABPZX: BALFX (1.88) vs ABPZX (1.61). ABPZX was incepted earlier than BALFX: ABPZX (4 years) vs BALFX (24 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 : 7.55 vs. ABPZX (3.44).
| 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 | 24 years | - |
| Gain YTD | 2.562 | 6.990 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 250B | 0% |
| Annual Yield % from dividends | 1.61 | 1.88 | 86% |
| Returns for 1 year | 3.44 | 7.55 | 46% |
| Returns for 3 years | 21.22 | 34.00 | 62% |
| Returns for 5 years | N/A | 42.93 | - |
| Returns for 10 years | N/A | 63.82 | - |
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