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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$12.63
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets93.09M
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
APWIX vs BALCX Comparison Chart
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APWIX vs. BALCX commentary
Jan 31, 2025
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 StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. APWIX (93.1M). 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 : 11.25 vs. APWIX (7.58). BALCX return over 5 years is better than : 29.82 vs. APWIX (5.96).
| 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 | 1.456 | 3.054 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 241B | 0% |
| Annual Yield % from dividends | 1.05 | 1.59 | 66% |
| Returns for 1 year | 7.58 | 11.25 | 67% |
| Returns for 3 years | 2.94 | 12.88 | 23% |
| Returns for 5 years | 5.96 | 29.82 | 20% |
| Returns for 10 years | 21.75 | 51.48 | 42% |
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