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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$13.05
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets87M
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX commentary
Sep 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 Hold and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. APWIX (87M). BALFX pays higher dividends than APWIX: BALFX (1.77) vs APWIX (1.41). APWIX was incepted earlier than BALFX: APWIX (21 years) vs BALFX (25 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 : 9.94 vs. APWIX (2.99). BALFX return over 5 years is better than : 39.60 vs. APWIX (13.28).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.95 | 0.61 | 156% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.583 | 11.360 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 258B | 0% |
| Annual Yield % from dividends | 1.41 | 1.77 | 80% |
| Returns for 1 year | 2.99 | 9.94 | 30% |
| Returns for 3 years | 22.29 | 39.77 | 56% |
| Returns for 5 years | 13.28 | 39.60 | 34% |
| Returns for 10 years | 28.99 | 75.07 | 39% |
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