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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
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).
| 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 | 7.601 | 11.522 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 241B | 0% |
| Annual Yield % from dividends | 1.05 | 2.21 | 48% |
| Returns for 1 year | 8.79 | 12.54 | 70% |
| Returns for 3 years | -3.64 | 11.70 | -31% |
| Returns for 5 years | 6.99 | 32.57 | 21% |
| Returns for 10 years | 22.77 | 46.34 | 49% |
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