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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$21.29
Change+$0.18 (+0.85%)
VolumeN/A
Net Assets910.26M
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
ABGNX vs BALCX Comparison Chart in %
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ABGNX 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 ABGNX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ABGNX (910M). ABGNX pays higher dividends than BALCX: ABGNX (1.89) vs BALCX (1.25). ABGNX was incepted earlier than BALCX: ABGNX (9 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: 84.00 vs. BALCX (44.00). ABGNX has a lower initial minimum investment than BALCX: ABGNX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. ABGNX (8.97). BALCX return over 5 years is better than : 31.49 vs. ABGNX (10.82).
| ABGNX | BALCX | ABGNX / BALCX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.283 | 2.396 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 270B | 0% |
| Annual Yield % from dividends | 1.89 | 1.25 | 151% |
| Returns for 1 year | 8.97 | 10.51 | 85% |
| Returns for 3 years | 36.31 | 33.72 | 108% |
| Returns for 5 years | 10.82 | 31.49 | 34% |
| Returns for 10 years | N/A | 79.52 | - |
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