Interact to see
Advertisement
Advertisement
APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$12.40
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets86.04M
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
APWIX vs BALFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APWIX vs. BALFX commentary
Jun 07, 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: 243B vs. APWIX (86M). 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 : 7.08 vs. APWIX (1.57). BALFX return over 5 years is better than : 34.60 vs. APWIX (11.30).
| 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 | 0.000 | 4.688 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86M | 243B | 0% |
| Annual Yield % from dividends | 1.50 | 1.88 | 79% |
| Returns for 1 year | 1.57 | 7.08 | 22% |
| Returns for 3 years | 10.29 | 22.12 | 47% |
| Returns for 5 years | 11.30 | 34.60 | 33% |
| Returns for 10 years | 19.24 | 59.06 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers