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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$12.86
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets87.92M
American Funds American Balanced F1
Price$36.90
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.76B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX commentary
Jul 23, 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 Buy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. APWIX (87.9M). BALFX pays higher dividends than APWIX: BALFX (1.81) vs APWIX (1.44). 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 : 8.31 vs. APWIX (4.00). BALFX return over 5 years is better than : 37.48 vs. APWIX (12.81).
| 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 | 3.883 | 8.280 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 253B | 0% |
| Annual Yield % from dividends | 1.44 | 1.81 | 80% |
| Returns for 1 year | 4.00 | 8.31 | 48% |
| Returns for 3 years | 17.85 | 33.34 | 54% |
| Returns for 5 years | 12.81 | 37.48 | 34% |
| Returns for 10 years | 23.87 | 64.32 | 37% |
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