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APWIX vs BALCX
APWIX vs BALCX Comparison
Open Charts APWIX vs BALCX
AB Sustainable Thematic Bal Port I
Price$13.32
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets85.76M
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
APWIX vs BALCX Comparison Chart in %
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APWIX vs. BALCX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. APWIX (85.8M). APWIX pays higher dividends than BALCX: APWIX (1.38) vs BALCX (1.08). 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 : 8.95 vs. APWIX (4.07). BALCX return over 5 years is better than : 34.67 vs. APWIX (9.90).
| 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 | 7.767 | 16.341 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.8M | 269B | 0% |
| Annual Yield % from dividends | 1.38 | 1.08 | 127% |
| Returns for 1 year | 4.07 | 8.95 | 45% |
| Returns for 3 years | 21.06 | 37.95 | 55% |
| Returns for 5 years | 9.90 | 34.67 | 29% |
| Returns for 10 years | 29.85 | 67.52 | 44% |
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