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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$11.54
Change-$0.37 (-3.11%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
APWIX vs BALFX Comparison Chart
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APWIX vs. BALFX 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. APWIX (84.9M). BALFX pays higher dividends than APWIX: BALFX (1.95) vs APWIX (1.55). APWIX was incepted earlier than BALFX: APWIX (20 years) vs BALFX (24 years). APWIX (0.95) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. APWIX (53.00). 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 : 1.33 vs. APWIX (-0.02). BALFX return over 5 years is better than : 45.99 vs. APWIX (19.79).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 0.95 | 0.62 | 153% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -3.641 | -2.155 | 169% |
| 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 | 1.95 | 80% |
| Returns for 1 year | -0.02 | 1.33 | -2% |
| Returns for 3 years | -0.64 | 9.14 | -7% |
| Returns for 5 years | 19.79 | 45.99 | 43% |
| Returns for 10 years | 13.71 | 47.77 | 29% |