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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$20.91
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets902.74M
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
ABGNX vs BALCX Comparison Chart in %
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ABGNX vs. BALCX commentary
Sep 09, 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 ABGNX is a StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. ABGNX (903M). ABGNX pays higher dividends than BALCX: ABGNX (2.02) vs BALCX (1.16). ABGNX was incepted earlier than BALCX: ABGNX (8 years) vs BALCX (25 years). BALCX (1.31) is less costly to investors than ABGNX (0.69). ABGNX is a more actively managed with annual turnover of: 72.00 vs. BALCX (44.00). ABGNX has a lower initial minimum investment than BALCX: ABGNX (0) vs BALCX (250). BALCX (9.12) and ABGNX (8.75) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. ABGNX (9.40).
| ABGNX | BALCX | ABGNX / BALCX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 6.732 | 10.835 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 259B | 0% |
| Annual Yield % from dividends | 2.02 | 1.16 | 173% |
| Returns for 1 year | 8.75 | 9.12 | 96% |
| Returns for 3 years | 37.63 | 37.20 | 101% |
| Returns for 5 years | 9.40 | 35.50 | 26% |
| Returns for 10 years | N/A | 67.85 | - |