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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$13.27
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets87.4M
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
APWIX vs BALCX Comparison Chart in %
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APWIX vs. BALCX commentary
Nov 14, 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 APWIX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. APWIX (87.4M). APWIX pays higher dividends than BALCX: APWIX (1.37) vs BALCX (1.10). APWIX was incepted earlier than BALCX: APWIX (21 years) vs BALCX (25 years). BALCX (1.31) is less costly to investors than APWIX (0.95). APWIX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). APWIX has a lower initial minimum investment than BALCX: APWIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. APWIX (4.48). BALCX return over 5 years is better than : 35.35 vs. APWIX (11.52).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | 0.75 | 1.31 | 57% |
| Annual Report Gross Expense Ratio | 0.95 | 1.31 | 73% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 7.362 | 14.101 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 269B | 0% |
| Annual Yield % from dividends | 1.37 | 1.10 | 124% |
| Returns for 1 year | 4.48 | 7.94 | 56% |
| Returns for 3 years | 25.04 | 39.68 | 63% |
| Returns for 5 years | 11.52 | 35.35 | 33% |
| Returns for 10 years | 29.89 | 66.50 | 45% |
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