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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets107.42M
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
ABFAX vs BALCX Comparison Chart in %
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ABFAX vs. BALCX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. ABFAX (107M). ABFAX pays higher dividends than BALCX: ABFAX (1.98) vs BALCX (1.12). ABFAX was incepted earlier than BALCX: ABFAX (15 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 : 7.88 vs. ABFAX (-2.97). BALCX return over 5 years is better than : 37.80 vs. ABFAX (6.16).
| ABFAX | BALCX | ABFAX / BALCX | |
| Total Expense Ratio | 1.18 | 1.31 | 90% |
| Annual Report Gross Expense Ratio | 1.18 | 1.31 | 90% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 8.685 | 13.983 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 265B | 0% |
| Annual Yield % from dividends | 1.98 | 1.12 | 177% |
| Returns for 1 year | -2.97 | 7.88 | -38% |
| Returns for 3 years | 16.22 | 47.51 | 34% |
| Returns for 5 years | 6.16 | 37.80 | 16% |
| Returns for 10 years | 3.07 | 67.75 | 5% |
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