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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$12.94
Change-$0.35 (-2.63%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX commentary
Feb 04, 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 BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. APWIX (83.4M). BALFX pays higher dividends than APWIX: BALFX (1.86) vs APWIX (1.47). APWIX was incepted earlier than BALFX: APWIX (21 years) vs BALFX (25 years). APWIX (0.97) 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 : 11.33 vs. APWIX (5.39). BALFX return over 5 years is better than : 35.49 vs. APWIX (6.13).
| APWIX | BALFX | APWIX / BALFX | |
| Total Expense Ratio | 0.76 | 0.61 | 125% |
| Annual Report Gross Expense Ratio | 0.97 | 0.61 | 159% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -0.385 | 2.457 | -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 | 1.86 | 79% |
| Returns for 1 year | 5.39 | 11.33 | 48% |
| Returns for 3 years | 21.28 | 36.69 | 58% |
| Returns for 5 years | 6.13 | 35.49 | 17% |
| Returns for 10 years | 33.55 | 87.98 | 38% |
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