APWIX
Price
$11.57
Change
+$0.15 (+1.31%)
Updated
Apr 24 closing price
Net Assets
80.77M
BALFX
Price
$33.67
Change
+$0.43 (+1.29%)
Updated
Apr 24 closing price
Net Assets
226.9B
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APWIX vs BALFX

Header iconAPWIX vs BALFX Comparison
Open Charts APWIX vs BALFXBanner chart's image
AB Sustainable Thematic Bal Port I
Price$11.57
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets80.77M
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
APWIX vs BALFX Comparison Chart
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APWIX vs. BALFX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 227B vs. APWIX (80.8M). 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 : 4.16 vs. APWIX (-1.86). BALFX return over 5 years is better than : 35.61 vs. APWIX (10.16).
APWIXBALFXAPWIX / BALFX
Total Expense Ratio0.750.62121%
Annual Report Gross Expense Ratio0.950.62153%
Fund Existence20 years24 years-
Gain YTD-7.605-1.541494%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets80.8M227B0%
Annual Yield % from dividends1.551.9580%
Returns for 1 year-1.864.16-45%
Returns for 3 years0.4114.373%
Returns for 5 years10.1635.6129%
Returns for 10 years8.4346.9318%
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