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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$12.88
Change-$0.05 (-0.39%)
VolumeN/A
Net AssetsN/A
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
ABPZX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX pays higher dividends than ABPZX: BALFX (1.77) vs ABPZX (1.52). 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 : 9.51 vs. ABPZX (2.64).
| 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 | 6.860 | 13.207 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 263B | - |
| Annual Yield % from dividends | 1.52 | 1.77 | 86% |
| Returns for 1 year | 2.64 | 9.51 | 28% |
| Returns for 3 years | 24.87 | 43.16 | 58% |
| Returns for 5 years | N/A | 42.46 | - |
| Returns for 10 years | N/A | 79.10 | - |
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