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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$12.67
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets87.7M
American Funds American Balanced C
Price$36.22
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
APWIX vs BALCX Comparison Chart in %
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APWIX vs. BALCX commentary
Jun 30, 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: 250B vs. APWIX (87.7M). 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 : 6.81 vs. APWIX (3.37). BALCX return over 5 years is better than : 38.72 vs. APWIX (16.31).
| 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 | 2.508 | 6.654 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 250B | 0% |
| Annual Yield % from dividends | 1.50 | 1.24 | 120% |
| Returns for 1 year | 3.37 | 6.81 | 49% |
| Returns for 3 years | 21.39 | 31.57 | 68% |
| Returns for 5 years | 16.31 | 38.72 | 42% |
| Returns for 10 years | 22.23 | 57.09 | 39% |
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