Ad is loading...
BALCX vs PWTAX
BALCX vs PWTAX Comparison
Open Charts BALCX vs PWTAX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
UBS US Allocation A
Price$47.43
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
BALCX vs PWTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PWTAX commentary
May 09, 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 BALCX is a Buy and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. PWTAX (206M). PWTAX pays higher dividends than BALCX: PWTAX (1.67) vs BALCX (1.29). BALCX was incepted earlier than PWTAX: BALCX (24 years) vs PWTAX (32 years). BALCX (1.31) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 58.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than PWTAX: BALCX (250) vs PWTAX (1000). BALCX annual gain was more profitable for investors over the last year : 3.91 vs. PWTAX (-1.45). BALCX return over 5 years is better than : 32.41 vs. PWTAX (8.66).
| BALCX | PWTAX | BALCX / PWTAX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 0.045 | -3.756 | -1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 206M | 113,592% |
| Annual Yield % from dividends | 1.29 | 1.67 | 77% |
| Returns for 1 year | 3.91 | -1.45 | -270% |
| Returns for 3 years | 17.27 | 4.27 | 405% |
| Returns for 5 years | 32.41 | 8.66 | 374% |
| Returns for 10 years | 43.60 | 21.95 | 199% |