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ABPZX vs BALFX
ABPZX vs BALFX Comparison
Open Charts ABPZX vs BALFX
AB Sustainable Thematic Balanced Port Z
Price$12.82
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets84.81M
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
ABPZX vs BALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. ABPZX (84.8M). BALFX pays higher dividends than ABPZX: BALFX (1.67) 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: 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 : 9.14 vs. ABPZX (4.65).
| 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 | 5.950 | 10.604 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 269B | 0% |
| Annual Yield % from dividends | 1.49 | 1.67 | 89% |
| Returns for 1 year | 4.65 | 9.14 | 51% |
| Returns for 3 years | 28.40 | 37.54 | 76% |
| Returns for 5 years | N/A | 34.52 | - |
| Returns for 10 years | N/A | 73.52 | - |
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