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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$13.10
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX commentary
Nov 20, 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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. APWIX (85.6M). BALFX pays higher dividends than APWIX: BALFX (1.70) vs APWIX (1.37). APWIX was incepted earlier than BALFX: APWIX (21 years) vs BALFX (25 years). APWIX (0.95) is less costly to investors than BALFX (0.61). APWIX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). APWIX has a lower initial minimum investment than BALFX: APWIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.79 vs. APWIX (5.25). BALFX return over 5 years is better than : 37.92 vs. APWIX (10.08).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.95 | 0.61 | 156% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 6.472 | 13.721 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 263B | 0% |
| Annual Yield % from dividends | 1.37 | 1.70 | 81% |
| Returns for 1 year | 5.25 | 8.79 | 60% |
| Returns for 3 years | 23.89 | 40.54 | 59% |
| Returns for 5 years | 10.08 | 37.92 | 27% |
| Returns for 10 years | 28.08 | 70.45 | 40% |
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