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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$12.92
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets87.06M
American Funds American Balanced F1
Price$37.45
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX commentary
Aug 13, 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 StrongBuy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. APWIX (87.1M). BALFX pays higher dividends than APWIX: BALFX (1.79) vs APWIX (1.43). 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 : 10.53 vs. APWIX (3.02). BALFX return over 5 years is better than : 38.02 vs. APWIX (11.02).
| 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 | 3.560 | 9.835 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.1M | 254B | 0% |
| Annual Yield % from dividends | 1.43 | 1.79 | 80% |
| Returns for 1 year | 3.02 | 10.53 | 29% |
| Returns for 3 years | 10.56 | 29.86 | 35% |
| Returns for 5 years | 11.02 | 38.02 | 29% |
| Returns for 10 years | 23.68 | 66.41 | 36% |