APWIX
Price
$12.51
Change
-$0.23 (-1.81%)
Updated
Dec 18 closing price
BALFX
Price
$34.23
Change
-$0.82 (-2.34%)
Updated
Dec 18 closing price
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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$12.51
Change-$0.23 (-1.81%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
APWIX vs BALFX Comparison Chart
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APWIX vs. BALFX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. APWIX (94.3M). 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 : 12.54 vs. APWIX (8.79). BALFX return over 5 years is better than : 32.57 vs. APWIX (6.99).
APWIXBALFXAPWIX / BALFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD7.60111.52266%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets94.3M241B0%
Annual Yield % from dividends1.052.2148%
Returns for 1 year8.7912.5470%
Returns for 3 years-3.6411.70-31%
Returns for 5 years6.9932.5721%
Returns for 10 years22.7746.3449%
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