Interact to see
Advertisement
Advertisement
APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$13.05
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets87M
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
APWIX vs BALCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APWIX vs. BALCX commentary
Sep 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 Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. APWIX (87M). APWIX pays higher dividends than BALCX: APWIX (1.41) vs BALCX (1.16). APWIX was incepted earlier than BALCX: APWIX (21 years) vs BALCX (25 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 : 9.12 vs. APWIX (2.99). BALCX return over 5 years is better than : 35.50 vs. APWIX (13.28).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | 0.75 | 1.31 | 57% |
| Annual Report Gross Expense Ratio | 0.95 | 1.31 | 73% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.583 | 10.835 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 258B | 0% |
| Annual Yield % from dividends | 1.41 | 1.16 | 122% |
| Returns for 1 year | 2.99 | 9.12 | 33% |
| Returns for 3 years | 22.29 | 37.20 | 60% |
| Returns for 5 years | 13.28 | 35.50 | 37% |
| Returns for 10 years | 28.99 | 67.85 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers