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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$12.67
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets87.7M
American Funds American Balanced F1
Price$36.48
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX commentary
Jun 30, 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 250B vs. APWIX (87.7M). BALFX pays higher dividends than APWIX: BALFX (1.88) vs APWIX (1.50). APWIX was incepted earlier than BALFX: APWIX (20 years) vs BALFX (24 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 : 7.55 vs. APWIX (3.37). BALFX return over 5 years is better than : 42.93 vs. APWIX (16.31).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.95 | 0.61 | 156% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.508 | 6.990 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 250B | 0% |
| Annual Yield % from dividends | 1.50 | 1.88 | 79% |
| Returns for 1 year | 3.37 | 7.55 | 45% |
| Returns for 3 years | 21.39 | 34.00 | 63% |
| Returns for 5 years | 16.31 | 42.93 | 38% |
| Returns for 10 years | 22.23 | 63.82 | 35% |
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