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BALFX vs SWOBX
BALFX vs SWOBX Comparison
Open Charts BALFX vs SWOBX
American Funds American Balanced F1
Price$34.86
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Schwab Balanced
Price$16.86
Change+$0.28 (+1.69%)
VolumeN/A
Net Assets668.25M
BALFX vs SWOBX Comparison Chart
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BALFX vs. SWOBX commentary
May 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 BALFX is a Buy and SWOBX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. SWOBX (668M). SWOBX pays higher dividends than BALFX: SWOBX (2.30) vs BALFX (1.95). BALFX was incepted earlier than SWOBX: BALFX (24 years) vs SWOBX (29 years). BALFX (0.61) is less costly to investors than SWOBX (0.53). BALFX is a more actively managed with annual turnover of: 44.00 vs. SWOBX (8.00). SWOBX has a lower initial minimum investment than BALFX: SWOBX (0) vs BALFX (250). BALFX (4.18) and SWOBX (4.07) have marching annual gain over last year. BALFX return over 5 years is better than : 36.45 vs. SWOBX (20.53).
| BALFX | SWOBX | BALFX / SWOBX | |
| Total Expense Ratio | 0.61 | 0.51 | 120% |
| Annual Report Gross Expense Ratio | 0.61 | 0.53 | 115% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 0.331 | -0.837 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 668M | 35,030% |
| Annual Yield % from dividends | 1.95 | 2.30 | 85% |
| Returns for 1 year | 4.18 | 4.07 | 103% |
| Returns for 3 years | 21.45 | 10.38 | 207% |
| Returns for 5 years | 36.45 | 20.53 | 178% |
| Returns for 10 years | 50.68 | 28.26 | 179% |
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