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BALCX vs PWTYX
BALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
BALCX vs PWTYX Comparison Chart
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BALCX vs. PWTYX 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. PWTYX (206M). PWTYX pays higher dividends than BALCX: PWTYX (1.89) vs BALCX (1.29). BALCX was incepted earlier than PWTYX: BALCX (24 years) vs PWTYX (32 years). BALCX (1.31) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than PWTYX: BALCX (250) vs PWTYX (2000000). BALCX annual gain was more profitable for investors over the last year : 3.96 vs. PWTYX (-0.43). BALCX return over 5 years is better than : 32.61 vs. PWTYX (11.49).
| BALCX | PWTYX | BALCX / PWTYX | |
| Total Expense Ratio | 1.31 | 0.77 | 170% |
| Annual Report Gross Expense Ratio | 1.31 | 0.77 | 170% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 0.192 | -3.345 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 206M | 113,592% |
| Annual Yield % from dividends | 1.29 | 1.89 | 68% |
| Returns for 1 year | 3.96 | -0.43 | -923% |
| Returns for 3 years | 19.76 | 8.49 | 233% |
| Returns for 5 years | 32.61 | 11.49 | 284% |
| Returns for 10 years | 44.56 | 27.64 | 161% |