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ABPAX vs BALFX
ABPAX vs BALFX Comparison
Open Charts ABPAX vs BALFX
AB Sustainable Thematic Bal Port A
Price$12.83
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets84.81M
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
ABPAX vs BALFX Comparison Chart in %
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ABPAX vs. BALFX commentary
Dec 27, 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 ABPAX is a Buy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. ABPAX (84.8M). BALFX pays higher dividends than ABPAX: BALFX (1.67) vs ABPAX (1.17). ABPAX was incepted earlier than BALFX: ABPAX (22 years) vs BALFX (25 years). ABPAX (1.22) is less costly to investors than BALFX (0.61). ABPAX is a more actively managed with annual turnover of: 51.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ABPAX: BALFX (250) vs ABPAX (2500). BALFX annual gain was more profitable for investors over the last year : 9.14 vs. ABPAX (4.74). BALFX return over 5 years is better than : 34.52 vs. ABPAX (6.99).
| ABPAX | BALFX | ABPAX / BALFX | |
| Total Expense Ratio | 1.00 | 0.61 | 164% |
| Annual Report Gross Expense Ratio | 1.22 | 0.61 | 200% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 5.950 | 10.604 | 56% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 269B | 0% |
| Annual Yield % from dividends | 1.17 | 1.67 | 70% |
| Returns for 1 year | 4.74 | 9.14 | 52% |
| Returns for 3 years | 27.78 | 37.54 | 74% |
| Returns for 5 years | 6.99 | 34.52 | 20% |
| Returns for 10 years | 26.42 | 73.52 | 36% |
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