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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$21.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets916.98M
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
ABGNX vs BALCX Comparison Chart in %
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ABGNX vs. BALCX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ABGNX (917M). ABGNX pays higher dividends than BALCX: ABGNX (1.96) vs BALCX (1.08). 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: 72.00 vs. BALCX (44.00). ABGNX has a lower initial minimum investment than BALCX: ABGNX (0) vs BALCX (250). BALCX (8.47) and ABGNX (8.38) have marching annual gain over last year. BALCX return over 5 years is better than : 30.89 vs. ABGNX (13.80).
| 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 | 10.139 | 10.092 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 269B | 0% |
| Annual Yield % from dividends | 1.96 | 1.08 | 181% |
| Returns for 1 year | 8.38 | 8.47 | 99% |
| Returns for 3 years | 43.97 | 35.24 | 125% |
| Returns for 5 years | 13.80 | 30.89 | 45% |
| Returns for 10 years | N/A | 65.54 | - |
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