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ABALX American Funds American Balanced Fund A

1 lower fee alternative found

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Fund ABALX American Funds American Balanced Fund A FPURX Fidelity Puritan Fund  
100% 91%
Annual Fees
(0.57% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.53% annual return
$31,787.26 $31,979.64
Est. savings over 30 yrs +$192.38
As of 2/28/18
1 YR RETURN 10.88%
3 YR 7.60%
5 YR 10.10%
10 YR 7.91%
1 YR RETURN 14.31%
3 YR 7.70%
5 YR 10.56%
10 YR 7.93%
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.
The Fund seeks income and capital growth consistent with reasonable risk by investing 60% of assets in stocks and other equity securities and the rest in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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