ABALX vs BALFX

Both ABALX and BALFX are mutual funds. ABALX has a lower 5-year return than BALFX (8.14% vs 8.15%). ABALX has a lower expense ratio than BALFX (0.57% vs 0.64%). Below is the comparison between ABALX and BALFX.

ABALX BALFX
Segment U.S. Balanced: Allocation--50% to 70% Equity N/A
Issuer American Funds American Funds
Net Assets $77.53B $5.49B
Expense Ratio 0.57% 0.64%
Management Style active passive
Dividend Yield 1.91% 1.85%
Minimum Investment $1,000.00 N/A
YTD Return 2.24% 2.58%
1-Year Return 9.14% 10.04%
3-Year Return 8.00% 8.01%
5-Year Return 8.14% 8.15%
10-Year Return 10.13% 9.99%

ABALX description

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and investment-grade bonds. The Fund also invests in securities issued and guaranteed by the U.S. government.

ABALX performance & returns

YTD Return 2.24%
1-Month Return 3.38%
3-Month Return 7.31%
1-Year Return 9.14%
3-Year Return 8.00%
5-Year Return 8.14%
10-Year Return 10.13%
ABALX expense ratio is 0.57%.

ABALX holdings

Top 10 Holdings (19.16% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.96%
UnitedHealth Group Inc UNH 2.8099999%
Philip Morris International Inc PM 1.97%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.87%
Berkshire Hathaway Inc A BRK.A 1.78%
Broadcom Inc AVGO 1.59%
Amazon.com Inc AMZN 1.47%
JPMorgan Chase & Co JPM 1.2999999%
Pfizer Inc PFE 1.24%
Cigna Corp CI 1.17%

Other relevant ABALX comparisons

You may also want to check out the following ABALX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

BALFX description

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and investment-grade bonds. The Fund also invests in securities issued and guaranteed by the U.S. government.

BALFX performance & returns

YTD Return 2.58%
1-Month Return 3.00%
3-Month Return 9.34%
1-Year Return 10.04%
3-Year Return 8.01%
5-Year Return 8.15%
10-Year Return 9.99%
BALFX expense ratio is 0.64%.

BALFX holdings

Top 10 Holdings (19.16% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.96%
UnitedHealth Group Inc UNH 2.8099999%
Philip Morris International Inc PM 1.97%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.87%
Berkshire Hathaway Inc A BRK.A 1.78%
Broadcom Inc AVGO 1.59%
Amazon.com Inc AMZN 1.47%
JPMorgan Chase & Co JPM 1.2999999%
Pfizer Inc PFE 1.24%
Cigna Corp CI 1.17%

Other relevant BALFX comparisons

You may also want to check out the following BALFX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us