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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$12.94
Change-$0.35 (-2.63%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
APWIX vs BALCX Comparison Chart in %
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APWIX vs. BALCX commentary
Feb 05, 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 Buy and BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. APWIX (83.4M). APWIX pays higher dividends than BALCX: APWIX (1.47) vs BALCX (1.25). APWIX was incepted earlier than BALCX: APWIX (21 years) vs BALCX (25 years). BALCX (1.31) is less costly to investors than APWIX (0.97). 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 : 10.51 vs. APWIX (5.39). BALCX return over 5 years is better than : 31.49 vs. APWIX (6.13).
| APWIX | BALCX | APWIX / BALCX | |
| Total Expense Ratio | 0.76 | 1.31 | 58% |
| Annual Report Gross Expense Ratio | 0.97 | 1.31 | 74% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -0.385 | 2.396 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 270B | 0% |
| Annual Yield % from dividends | 1.47 | 1.25 | 117% |
| Returns for 1 year | 5.39 | 10.51 | 51% |
| Returns for 3 years | 21.28 | 33.72 | 63% |
| Returns for 5 years | 6.13 | 31.49 | 19% |
| Returns for 10 years | 33.55 | 79.52 | 42% |
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