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APWIX vs FBAFX
APWIX vs FBAFX Comparison
Open Charts APWIX vs FBAFX
AB Sustainable Thematic Bal Port I
Price$13.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets84.33M
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
APWIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. APWIX (84.3M). FBAFX pays higher dividends than APWIX: FBAFX (2.16) vs APWIX (1.47). APWIX was incepted earlier than FBAFX: APWIX (21 years) vs FBAFX (5 years). APWIX (0.95) is less costly to investors than FBAFX (0.34). APWIX is a more actively managed with annual turnover of: 51.00 vs. FBAFX (44.00). APWIX has a lower initial minimum investment than FBAFX: APWIX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 14.56 vs. APWIX (7.91). FBAFX return over 5 years is better than : 40.24 vs. APWIX (8.27).
| APWIX | FBAFX | APWIX / FBAFX | |
| Total Expense Ratio | 0.75 | 0.34 | 221% |
| Annual Report Gross Expense Ratio | 0.95 | 0.34 | 279% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 0.770 | 2.347 | 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 | 2.16 | 68% |
| Returns for 1 year | 7.91 | 14.56 | 54% |
| Returns for 3 years | 25.39 | 38.84 | 65% |
| Returns for 5 years | 8.27 | 40.24 | 21% |
| Returns for 10 years | 35.21 | N/A | - |
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