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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets86.04M
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ABPZX vs BALFX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. ABPZX (86M). BALFX pays higher dividends than ABPZX: BALFX (1.88) vs ABPZX (1.61). ABPZX was incepted earlier than BALFX: ABPZX (3 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 : 7.08 vs. ABPZX (1.69).
| ABPZX | BALFX | ABPZX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.61 | 149% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 0.083 | 4.688 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86M | 243B | 0% |
| Annual Yield % from dividends | 1.61 | 1.88 | 86% |
| Returns for 1 year | 1.69 | 7.08 | 24% |
| Returns for 3 years | 10.12 | 22.12 | 46% |
| Returns for 5 years | N/A | 34.60 | - |
| Returns for 10 years | N/A | 59.06 | - |
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