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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$13.04
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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APWIX vs BALCX Comparison Chart
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APWIX vs. BALCX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. APWIX (100M). 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 : 23.52 vs. APWIX (19.10). BALCX return over 5 years is better than : 35.07 vs. APWIX (11.63).
| 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 | 10.135 | 13.447 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 236B | 0% |
| Annual Yield % from dividends | 1.05 | 1.59 | 66% |
| Returns for 1 year | 19.10 | 23.52 | 81% |
| Returns for 3 years | -1.87 | 13.04 | -14% |
| Returns for 5 years | 11.63 | 35.07 | 33% |
| Returns for 10 years | 26.42 | 48.00 | 55% |