APWIX
Price
$11.57
Change
+$0.15 (+1.31%)
Updated
Apr 24 closing price
Net Assets
80.77M
BALCX
Price
$33.41
Change
+$0.43 (+1.30%)
Updated
Apr 24 closing price
Net Assets
226.9B
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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$11.57
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets80.77M
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
APWIX vs BALCX Comparison Chart
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APWIX vs. BALCX commentary
Apr 25, 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: 227B vs. APWIX (80.8M). APWIX pays higher dividends than BALCX: APWIX (1.55) vs BALCX (1.28). APWIX was incepted earlier than BALCX: APWIX (20 years) vs BALCX (24 years). BALCX (1.32) is less costly to investors than APWIX (0.95). BALCX is a more actively managed with annual turnover of: 171.00 vs. APWIX (53.00). 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 : 3.38 vs. APWIX (-1.86). BALCX return over 5 years is better than : 31.61 vs. APWIX (10.16).
APWIXBALCXAPWIX / BALCX
Total Expense Ratio0.751.3257%
Annual Report Gross Expense Ratio0.951.3272%
Fund Existence20 years24 years-
Gain YTD-7.605-1.749435%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets80.8M227B0%
Annual Yield % from dividends1.551.28121%
Returns for 1 year-1.863.38-55%
Returns for 3 years0.4112.463%
Returns for 5 years10.1631.6132%
Returns for 10 years8.4341.1420%
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