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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$11.54
Change-$0.37 (-3.11%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
APWIX vs BALCX Comparison Chart
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APWIX vs. BALCX commentary
Apr 04, 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: 235B vs. APWIX (84.9M). 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 : 3.53 vs. APWIX (-0.02). BALCX return over 5 years is better than : 45.49 vs. APWIX (19.79).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | 0.75 | 1.32 | 57% |
| Annual Report Gross Expense Ratio | 0.95 | 1.32 | 72% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -3.641 | 0.251 | -1,451% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.9M | 235B | 0% |
| Annual Yield % from dividends | 1.55 | 1.28 | 121% |
| Returns for 1 year | -0.02 | 3.53 | -1% |
| Returns for 3 years | -0.64 | 10.47 | -6% |
| Returns for 5 years | 19.79 | 45.49 | 44% |
| Returns for 10 years | 13.71 | 46.34 | 30% |
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