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AABPX vs BALCX
AABPX vs BALCX Comparison
Open Charts AABPX vs BALCX
American Beacon Balanced I
Price$11.75
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets104M
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
AABPX vs BALCX Comparison Chart
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AABPX vs. BALCX commentary
Jun 15, 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 AABPX is a Hold and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. AABPX (104M). AABPX pays higher dividends than BALCX: AABPX (2.09) vs BALCX (1.24). AABPX was incepted earlier than BALCX: AABPX (31 years) vs BALCX (24 years). BALCX (1.31) is less costly to investors than AABPX (1.18). BALCX is a more actively managed with annual turnover of: 44.00 vs. AABPX (38.00). BALCX has a lower initial minimum investment than AABPX: BALCX (250) vs AABPX (2500). BALCX annual gain was more profitable for investors over the last year : 4.49 vs. AABPX (-2.48). BALCX return over 5 years is better than : 34.15 vs. AABPX (3.64).
| AABPX | BALCX | AABPX / BALCX | |
| Total Expense Ratio | 1.18 | 1.31 | 90% |
| Annual Report Gross Expense Ratio | 1.18 | 1.31 | 90% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 1.894 | 4.121 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 244B | 0% |
| Annual Yield % from dividends | 2.09 | 1.24 | 168% |
| Returns for 1 year | -2.48 | 4.49 | -55% |
| Returns for 3 years | 5.87 | 30.13 | 19% |
| Returns for 5 years | 3.64 | 34.15 | 11% |
| Returns for 10 years | -10.54 | 51.38 | -21% |
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