ABALX
American Balanced Fund A
1W: -1.1%
1M: -2.5%
3M: -3.0%
YTD: +5.2%
1Y: +9.4%
3Y: +58.5%
5Y: +50.3%
$39.88
+0.16 (+0.40%)
Weekly Expected Move ±1.0%
$39
$39
$40
$40
$40
Similar ETFs
20 peers by holdings overlap (4044 holdings)
ANCFX
American Funds Fundamental Investors
59.5%
Shared114 holdings
Total230
AUM$181.9B
Price$102.55
AWSHX
Washington Mutual Investors Fund A
57.2%
Shared108 holdings
Total191
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DFEOX
DFA U.S. Core Equity 1 Portfolio
49.6%
Shared494 holdings
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AIVSX
American Funds Invmt Co of Amer A
49.1%
Shared86 holdings
Total162
AUM$179.4B
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AGTHX
American Funds The Growth Fund of America Class A
48.2%
Shared98 holdings
Total298
AUM$362.5B
Price$89.48
FFA
First Trust Enhanced Equity Income Fund
47.6%
Shared60 holdings
Total62
AUM$444M
Price$22.21
DFQTX
DFA U.S. Core Equity 2 Portfolio
46.7%
Shared494 holdings
Total2,666
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PBAIX
BlackRock Tactical Opportunities Instl
45.8%
Shared315 holdings
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ANEFX
American Funds New Economy A
45.3%
Shared62 holdings
Total162
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CWGIX
American Funds Capital World Growth and Income Fund Class A
43.7%
Shared102 holdings
Total313
AUM$155.2B
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ROGSX
Red Oak Technology Select Fund
43.2%
Shared30 holdings
Total28
AUM$843M
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SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
41.4%
Shared119 holdings
Total500
AUM$2.1B
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MYSPX
MainStay S&P 500 Index Fund Investor Class
41.2%
Shared120 holdings
Total502
AUM$2.1B
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SWPPX
Schwab S&P 500 Index Fund- Select Shares
41.2%
Shared120 holdings
Total500
AUM$148.8B
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PEOPX
BNY Mellon S&P 500 Index Fund
41.2%
Shared119 holdings
Total501
AUM$2.8B
Price$69.49
GRMAX
Nationwide S&P 500 Index Fund
41.2%
Shared120 holdings
Total502
AUM$1.8B
Price$34.16
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
41.2%
Shared119 holdings
Total501
AUM$1.4B
Price$50.72
DFUSX
DFA US Large Company Portfolio
41.1%
Shared120 holdings
Total502
AUM$14.9B
Price$51.25
FNILX
Fidelity ZERO Large Cap Index Fund
41.0%
Shared124 holdings
Total502
AUM$19.2B
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PLFMX
Principal LargeCap S&P 500 Index Fund
41.0%
Shared118 holdings
Total502
AUM$11.0B
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABALX | $284.2B | 166 | 18.7% | 7.9 | 4.7 | 6.4 | 86.4% | 81.0% | 1.79% | +26.7% | +48.4% | 58.8 | 6.7 |
| ANCFX | $181.9B | 230 | 33.4% | 8.1 | 4.9 | 6.7 | 89.0% | 82.5% | 1.70% | +27.1% | +48.9% | 57.7 | 6.4 |
| AWSHX | $148.7B | 191 | 28.2% | 15.1 | 4.1 | 3.9 | 30.2% | 25.4% | 1.92% | +23.5% | +33.9% | 55.4 | 6.5 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| AIVSX | $179.4B | 162 | 41.3% | 11.8 | 3.4 | 3.8 | 33.0% | 32.5% | 1.51% | +19.7% | +45.7% | 57.1 | 6.5 |
| AGTHX | $362.5B | 298 | 35.5% | 9.1 | 4.2 | 5.4 | 62.5% | 59.6% | 0.89% | +29.3% | +41.4% | 57.6 | 6.3 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| ANEFX | $52.0B | 162 | 34.9% | 8.1 | 4.9 | 6.8 | 91.2% | 84.4% | 0.96% | +42.4% | +68.3% | 65.5 | 6.6 |
| CWGIX | $155.2B | 313 | 24.4% | 11.5 | 3.1 | 3.6 | 31.8% | 31.4% | 2.25% | +22.5% | +43.2% | 56.6 | 6.3 |