BALCX
Price
$30.96
Change
+$0.21 (+0.68%)
Updated
Dec 1, 6:59 PM EST
PWTYX
Price
$46.80
Change
+$0.42 (+0.91%)
Updated
Dec 1, 6:59 PM EST
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Compare trend and price BALCX vs PWTYX

Header iconBALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYXBanner chart's image
American Funds American Balanced C
Price$30.96
Change+$0.21 (+0.68%)
VolumeN/A
CapitalizationN/A
UBS US Allocation P
Price$46.80
Change+$0.42 (+0.91%)
VolumeN/A
CapitalizationN/A
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BALCX vs PWTYX Comparison Chart

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VS
BALCX vs. PWTYX commentary
Dec 03, 2023

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: 204B vs. PWTYX (215M). PWTYX pays higher dividends than BALCX: PWTYX (1.03) vs BALCX (0.86). BALCX was incepted earlier than PWTYX: BALCX (23 years) vs PWTYX (31 years). BALCX (1.32) is less costly to investors than PWTYX (0.72). PWTYX is a more actively managed with annual turnover of: 65.00 vs. BALCX (52.00). 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 : 5.65 vs. PWTYX (-0.21). BALCX return over 5 years is better than : 17.95 vs. PWTYX (-0.10).
BALCXPWTYXBALCX / PWTYX
Total Expense Ratio1.320.72183%
Annual Report Gross Expense Ratio1.320.72183%
Fund Existence23 years31 years-
Gain YTD8.93113.18068%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRA250N/A-
Net Assets204B215M94,884%
Annual Yield % from dividends0.861.0383%
Returns for 1 year5.65-0.21-2,738%
Returns for 3 years4.21-16.53-25%
Returns for 5 years17.95-0.10-17,166%
Returns for 10 years36.2237.3297%
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