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ABFAX vs BALCX
ABFAX vs BALCX Comparison
Open Charts ABFAX vs BALCX
American Beacon Balanced A
Price$11.73
Change-$0.58 (-4.71%)
VolumeN/A
Net Assets108.47M
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
ABFAX vs BALCX Comparison Chart in %
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ABFAX vs. BALCX commentary
Feb 04, 2026
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 Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ABFAX (108M). ABFAX pays higher dividends than BALCX: ABFAX (2.13) vs BALCX (1.25). 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 (31.00). 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 : 10.51 vs. ABFAX (2.00). BALCX return over 5 years is better than : 31.49 vs. ABFAX (0.44).
| 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 | 1.471 | 2.396 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 270B | 0% |
| Annual Yield % from dividends | 2.13 | 1.25 | 170% |
| Returns for 1 year | 2.00 | 10.51 | 19% |
| Returns for 3 years | 10.44 | 33.72 | 31% |
| Returns for 5 years | 0.44 | 31.49 | 1% |
| Returns for 10 years | 11.39 | 79.52 | 14% |
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