APWIX
Price
$12.40
Change
+$0.04 (+0.32%)
Updated
Jun 6 closing price
Net Assets
86.04M
BALCX
Price
$35.50
Change
+$0.08 (+0.23%)
Updated
Jun 6 closing price
Net Assets
243.43B
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APWIX vs BALCX

Header iconAPWIX vs BALCX Comparison
Open Charts APWIX vs BALCXBanner chart's image
AB Sustainable Thematic Bal Port I
Price$12.40
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets86.04M
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
APWIX vs BALCX Comparison Chart
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APWIX vs. BALCX commentary
Jun 07, 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 Buy and BALCX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. APWIX (86M). APWIX pays higher dividends than BALCX: APWIX (1.50) vs BALCX (1.24). APWIX was incepted earlier than BALCX: APWIX (20 years) vs BALCX (24 years). BALCX (1.31) is less costly to investors than APWIX (0.95). APWIX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 6.34 vs. APWIX (1.57). BALCX return over 5 years is better than : 30.67 vs. APWIX (11.30).
APWIXBALCXAPWIX / BALCX
Total Expense Ratio0.751.3157%
Annual Report Gross Expense Ratio0.951.3173%
Fund Existence20 years24 years-
Gain YTD0.0004.397-
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets86M243B0%
Annual Yield % from dividends1.501.24120%
Returns for 1 year1.576.3425%
Returns for 3 years10.2920.0951%
Returns for 5 years11.3030.6737%
Returns for 10 years19.2452.8336%
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