Interact to see
Advertisement
Advertisement
APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$13.10
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets84.81M
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
APWIX vs BALFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APWIX vs. BALFX commentary
Dec 26, 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 BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. APWIX (84.8M). BALFX pays higher dividends than APWIX: BALFX (1.67) vs APWIX (1.38). 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 : 9.14 vs. APWIX (4.72). BALFX return over 5 years is better than : 34.52 vs. APWIX (8.29).
| 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 | 5.987 | 10.604 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 269B | 0% |
| Annual Yield % from dividends | 1.38 | 1.67 | 83% |
| Returns for 1 year | 4.72 | 9.14 | 52% |
| Returns for 3 years | 28.63 | 37.54 | 76% |
| Returns for 5 years | 8.29 | 34.52 | 24% |
| Returns for 10 years | 29.45 | 73.52 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| REN.X | 0.005498 | 0.000046 | +0.85% |
| Ren cryptocurrency | |||
| OG.X | 12.016391 | -0.009122 | -0.08% |
| OG Fan Token cryptocurrency | |||
| ETH.X | 2903.579600 | -42.010986 | -1.43% |
| Ethereum cryptocurrency | |||
| FORTH.X | 1.543991 | -0.023060 | -1.47% |
| Ampleforth Governance Token cryptocurrency | |||
| NEO.X | 3.515100 | -0.058762 | -1.64% |
| Neo cryptocurrency | |||