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APWIX vs BALFX
APWIX vs BALFX Comparison
Open Charts APWIX vs BALFX
AB Sustainable Thematic Bal Port I
Price$13.32
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets85.76M
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
APWIX vs BALFX Comparison Chart in %
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APWIX vs. BALFX 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 BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. APWIX (85.8M). 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: 53.00 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 : 9.75 vs. APWIX (4.07). BALFX return over 5 years is better than : 38.75 vs. APWIX (9.90).
| 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 | 7.767 | 17.103 | 45% |
| 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 | 1.67 | 83% |
| Returns for 1 year | 4.07 | 9.75 | 42% |
| Returns for 3 years | 21.06 | 40.79 | 52% |
| Returns for 5 years | 9.90 | 38.75 | 26% |
| Returns for 10 years | 29.85 | 75.10 | 40% |
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