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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$12.51
Change-$0.23 (-1.81%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
APWIX vs BALCX Comparison Chart
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APWIX vs. BALCX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APWIX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. APWIX (94.3M). BALCX pays higher dividends than APWIX: BALCX (1.59) vs APWIX (1.05). APWIX was incepted earlier than BALCX: APWIX (20 years) vs BALCX (24 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. APWIX (46.00). APWIX has a lower initial minimum investment than BALCX: APWIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.89 vs. APWIX (8.79). BALCX return over 5 years is better than : 28.93 vs. APWIX (6.99).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 7.601 | 10.937 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 241B | 0% |
| Annual Yield % from dividends | 1.05 | 1.59 | 66% |
| Returns for 1 year | 8.79 | 11.89 | 74% |
| Returns for 3 years | -3.64 | 10.17 | -36% |
| Returns for 5 years | 6.99 | 28.93 | 24% |
| Returns for 10 years | 22.77 | 40.96 | 56% |
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