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BALCX vs PWTYX
BALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
UBS US Allocation P
Price$55.61
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets225.74M
BALCX vs PWTYX Comparison Chart in %
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BALCX vs. PWTYX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. PWTYX (226M). PWTYX pays higher dividends than BALCX: PWTYX (1.71) vs BALCX (1.16). BALCX was incepted earlier than PWTYX: BALCX (25 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 : 8.68 vs. PWTYX (5.64). BALCX return over 5 years is better than : 38.82 vs. PWTYX (12.52).
| BALCX | PWTYX | BALCX / PWTYX | |
| Total Expense Ratio | 1.31 | 0.77 | 170% |
| Annual Report Gross Expense Ratio | 1.31 | 0.77 | 170% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 12.513 | 10.192 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 226M | 116,372% |
| Annual Yield % from dividends | 1.16 | 1.71 | 68% |
| Returns for 1 year | 8.68 | 5.64 | 154% |
| Returns for 3 years | 40.18 | 27.14 | 148% |
| Returns for 5 years | 38.82 | 12.52 | 310% |
| Returns for 10 years | 71.19 | 50.21 | 142% |
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