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ABLSX vs BALCX
ABLSX vs BALCX Comparison
Open Charts ABLSX vs BALCX
American Beacon Balanced Adv
Price$13.46
Change-$0.51 (-3.65%)
VolumeN/A
Net Assets108.47M
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
ABLSX vs BALCX Comparison Chart in %
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ABLSX 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 ABLSX is a Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ABLSX (108M). ABLSX pays higher dividends than BALCX: ABLSX (1.50) vs BALCX (1.25). ABLSX was incepted earlier than BALCX: ABLSX (21 years) vs BALCX (25 years). ABLSX (1.36) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. ABLSX (31.00). BALCX has a lower initial minimum investment than ABLSX: BALCX (250) vs ABLSX (2500). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. ABLSX (2.97). BALCX return over 5 years is better than : 31.49 vs. ABLSX (2.51).
| ABLSX | BALCX | ABLSX / BALCX | |
| Total Expense Ratio | 1.36 | 1.31 | 104% |
| Annual Report Gross Expense Ratio | 1.36 | 1.31 | 104% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 1.508 | 2.396 | 63% |
| Front Load | N/A | 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 | 1.50 | 1.25 | 120% |
| Returns for 1 year | 2.97 | 10.51 | 28% |
| Returns for 3 years | 12.33 | 33.72 | 37% |
| Returns for 5 years | 2.51 | 31.49 | 8% |
| Returns for 10 years | 14.68 | 79.52 | 18% |
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