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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$12.63
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets93.09M
American Funds American Balanced F1
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
APWIX vs BALFX Comparison Chart
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APWIX vs. BALFX commentary
Jan 31, 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 StrongBuy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. APWIX (93.1M). BALFX pays higher dividends than APWIX: BALFX (2.21) vs APWIX (1.05). APWIX was incepted earlier than BALFX: APWIX (20 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. APWIX (46.00). 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 : 12.05 vs. APWIX (7.58). BALFX return over 5 years is better than : 33.74 vs. APWIX (5.96).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 1.456 | 3.120 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 241B | 0% |
| Annual Yield % from dividends | 1.05 | 2.21 | 48% |
| Returns for 1 year | 7.58 | 12.05 | 63% |
| Returns for 3 years | 2.94 | 14.66 | 20% |
| Returns for 5 years | 5.96 | 33.74 | 18% |
| Returns for 10 years | 21.75 | 57.51 | 38% |
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