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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$13.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets84.33M
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
APWIX vs BALCX Comparison Chart in %
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APWIX vs. BALCX commentary
Jan 15, 2026
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 Hold and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. APWIX (84.3M). APWIX pays higher dividends than BALCX: APWIX (1.47) vs BALCX (1.28). 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: 51.00 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 : 13.38 vs. APWIX (7.91). BALCX return over 5 years is better than : 32.47 vs. APWIX (8.27).
| 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 | 0.770 | 2.315 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 270B | 0% |
| Annual Yield % from dividends | 1.47 | 1.28 | 115% |
| Returns for 1 year | 7.91 | 13.38 | 59% |
| Returns for 3 years | 25.39 | 34.71 | 73% |
| Returns for 5 years | 8.27 | 32.47 | 25% |
| Returns for 10 years | 35.21 | 80.41 | 44% |
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