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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$13.04
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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APWIX vs BALFX Comparison Chart
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APWIX vs. BALFX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. APWIX (100M). 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 : 24.37 vs. APWIX (19.10). BALFX return over 5 years is better than : 38.99 vs. APWIX (11.63).
| 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 | 10.135 | 13.997 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 236B | 0% |
| Annual Yield % from dividends | 1.05 | 2.21 | 48% |
| Returns for 1 year | 19.10 | 24.37 | 78% |
| Returns for 3 years | -1.87 | 14.75 | -13% |
| Returns for 5 years | 11.63 | 38.99 | 30% |
| Returns for 10 years | 26.42 | 53.86 | 49% |
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