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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$12.62
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets82.76M
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
ABPZX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. ABPZX (82.8M). BALFX pays higher dividends than ABPZX: BALFX (1.86) vs ABPZX (1.51). ABPZX was incepted earlier than BALFX: ABPZX (4 years) vs BALFX (25 years). ABPZX (0.94) is less costly to investors than BALFX (0.61). ABPZX is a more actively managed with annual turnover of: 51.00 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 : 11.33 vs. ABPZX (5.35).
| ABPZX | BALFX | ABPZX / BALFX | |
| Total Expense Ratio | 0.76 | 0.61 | 125% |
| Annual Report Gross Expense Ratio | 0.94 | 0.61 | 154% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -0.472 | 2.457 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.8M | 270B | 0% |
| Annual Yield % from dividends | 1.51 | 1.86 | 81% |
| Returns for 1 year | 5.35 | 11.33 | 47% |
| Returns for 3 years | 21.16 | 36.69 | 58% |
| Returns for 5 years | N/A | 35.49 | - |
| Returns for 10 years | N/A | 87.98 | - |
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