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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$13.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets87.19M
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
ABPZX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 265B vs. ABPZX (87.2M). BALFX pays higher dividends than ABPZX: BALFX (1.72) vs ABPZX (1.49). ABPZX was incepted earlier than BALFX: ABPZX (4 years) vs BALFX (25 years). ABPZX (0.91) is less costly to investors than BALFX (0.61). ABPZX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). ABPZX has a lower initial minimum investment than BALFX: ABPZX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. ABPZX (2.87).
| ABPZX | BALFX | ABPZX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.61 | 149% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 7.438 | 14.603 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 265B | 0% |
| Annual Yield % from dividends | 1.49 | 1.72 | 87% |
| Returns for 1 year | 2.87 | 8.67 | 33% |
| Returns for 3 years | 31.10 | 50.44 | 62% |
| Returns for 5 years | N/A | 41.92 | - |
| Returns for 10 years | N/A | 75.26 | - |
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