Interact to see
Advertisement
Advertisement
APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
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
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | 0.75 | 1.31 | 57% |
| Annual Report Gross Expense Ratio | 0.95 | 1.31 | 73% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 0.000 | 4.397 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86M | 243B | 0% |
| Annual Yield % from dividends | 1.50 | 1.24 | 120% |
| Returns for 1 year | 1.57 | 6.34 | 25% |
| Returns for 3 years | 10.29 | 20.09 | 51% |
| Returns for 5 years | 11.30 | 30.67 | 37% |
| Returns for 10 years | 19.24 | 52.83 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers