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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.64
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets107.76M
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
ABFAX vs BALCX Comparison Chart in %
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ABFAX vs. BALCX commentary
Dec 27, 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 ABFAX is a Hold and BALCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ABFAX (108M). ABFAX pays higher dividends than BALCX: ABFAX (2.04) vs BALCX (1.08). ABFAX was incepted earlier than BALCX: ABFAX (16 years) vs BALCX (25 years). BALCX (1.31) is less costly to investors than ABFAX (1.18). BALCX is a more actively managed with annual turnover of: 44.00 vs. ABFAX (38.00). BALCX has a lower initial minimum investment than ABFAX: BALCX (250) vs ABFAX (2500). BALCX annual gain was more profitable for investors over the last year : 8.54 vs. ABFAX (2.15). BALCX return over 5 years is better than : 30.78 vs. ABFAX (2.81).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | 1.18 | 1.31 | 90% |
| Annual Report Gross Expense Ratio | 1.18 | 1.31 | 90% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 2.681 | 10.004 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 269B | 0% |
| Annual Yield % from dividends | 2.04 | 1.08 | 188% |
| Returns for 1 year | 2.15 | 8.54 | 25% |
| Returns for 3 years | 14.88 | 34.84 | 43% |
| Returns for 5 years | 2.81 | 30.78 | 9% |
| Returns for 10 years | 3.68 | 66.04 | 6% |
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