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BALCX vs PWTYX
BALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYX
American Funds American Balanced C
Price$36.38
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets250.05B
UBS US Allocation P
Price$52.33
Change+$0.18 (+0.35%)
VolumeN/A
Net Assets216.76M
BALCX vs PWTYX Comparison Chart in %
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BALCX vs. PWTYX commentary
Jul 02, 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: 250B vs. PWTYX (217M). PWTYX pays higher dividends than BALCX: PWTYX (1.84) vs BALCX (1.24). 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 : 6.97 vs. PWTYX (3.34). BALCX return over 5 years is better than : 36.32 vs. PWTYX (11.96).
| 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 | 6.654 | 3.206 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 217M | 115,207% |
| Annual Yield % from dividends | 1.24 | 1.84 | 68% |
| Returns for 1 year | 6.97 | 3.34 | 209% |
| Returns for 3 years | 31.24 | 18.90 | 165% |
| Returns for 5 years | 36.32 | 11.96 | 304% |
| Returns for 10 years | 56.33 | 37.10 | 152% |
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