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ABGNX vs BALCX
ABGNX vs BALCX Comparison
Open Charts ABGNX vs BALCX
American Century Balanced R5
Price$21.05
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets908.51M
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ABGNX vs BALCX Comparison Chart in %
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ABGNX vs. BALCX commentary
Oct 19, 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: 266B vs. ABGNX (909M). ABGNX pays higher dividends than BALCX: ABGNX (1.99) vs BALCX (1.12). 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 annual gain was more profitable for investors over the last year : 7.88 vs. ABGNX (7.31). BALCX return over 5 years is better than : 37.80 vs. ABGNX (9.63).
| 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 | 8.337 | 13.983 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 266B | 0% |
| Annual Yield % from dividends | 1.99 | 1.12 | 178% |
| Returns for 1 year | 7.31 | 7.88 | 93% |
| Returns for 3 years | 46.14 | 47.51 | 97% |
| Returns for 5 years | 9.63 | 37.80 | 25% |
| Returns for 10 years | N/A | 67.75 | - |
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