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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$13.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets84.33M
American Funds American Balanced F1
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX 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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. APWIX (84.3M). BALFX pays higher dividends than APWIX: BALFX (1.91) vs APWIX (1.47). APWIX was incepted earlier than BALFX: APWIX (21 years) vs BALFX (25 years). APWIX (0.95) is less costly to investors than BALFX (0.61). APWIX is a more actively managed with annual turnover of: 51.00 vs. BALFX (44.00). APWIX has a lower initial minimum investment than BALFX: APWIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 14.23 vs. APWIX (7.91). BALFX return over 5 years is better than : 36.55 vs. APWIX (8.27).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.75 | 0.61 | 123% |
| Annual Report Gross Expense Ratio | 0.95 | 0.61 | 156% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 0.770 | 2.350 | 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 | 1.91 | 77% |
| Returns for 1 year | 7.91 | 14.23 | 56% |
| Returns for 3 years | 25.39 | 37.69 | 67% |
| Returns for 5 years | 8.27 | 36.55 | 23% |
| Returns for 10 years | 35.21 | 88.94 | 40% |
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