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BALFX vs PWTAX
BALFX vs PWTAX Comparison
Open Charts BALFX vs PWTAX
American Funds American Balanced F1
Price$34.34
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
BALFX vs PWTAX Comparison Chart
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BALFX 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 BALFX is a Buy and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. PWTAX (206M). BALFX pays higher dividends than PWTAX: BALFX (1.95) vs PWTAX (1.67). BALFX was incepted earlier than PWTAX: BALFX (24 years) vs PWTAX (32 years). PWTAX (1.04) is less costly to investors than BALFX (0.61). PWTAX is a more actively managed with annual turnover of: 58.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than PWTAX: BALFX (250) vs PWTAX (1000). BALFX annual gain was more profitable for investors over the last year : 4.62 vs. PWTAX (-1.45). BALFX return over 5 years is better than : 36.37 vs. PWTAX (8.66).
| BALFX | PWTAX | BALFX / PWTAX | |
| Total Expense Ratio | 0.61 | 1.04 | 59% |
| Annual Report Gross Expense Ratio | 0.61 | 1.04 | 59% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 0.272 | -3.756 | -7% |
| 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 | 1.95 | 1.67 | 117% |
| Returns for 1 year | 4.62 | -1.45 | -319% |
| Returns for 3 years | 19.25 | 4.27 | 451% |
| Returns for 5 years | 36.37 | 8.66 | 420% |
| Returns for 10 years | 49.51 | 21.95 | 226% |