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BALFX vs PWTYX
BALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYX
American Funds American Balanced F1
Price$34.34
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
BALFX vs PWTYX Comparison Chart
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BALFX 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 BALFX is a Buy and PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. PWTYX (206M). BALFX (1.95) and PWTYX (1.89) have matching dividends . BALFX was incepted earlier than PWTYX: BALFX (24 years) vs PWTYX (32 years). PWTYX (0.77) is less costly to investors than BALFX (0.61). PWTYX is a more actively managed with annual turnover of: 58.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than PWTYX: BALFX (250) vs PWTYX (2000000). BALFX annual gain was more profitable for investors over the last year : 4.68 vs. PWTYX (-0.43). BALFX return over 5 years is better than : 36.57 vs. PWTYX (11.49).
| BALFX | PWTYX | BALFX / PWTYX | |
| Total Expense Ratio | 0.61 | 0.77 | 79% |
| Annual Report Gross Expense Ratio | 0.61 | 0.77 | 79% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 0.419 | -3.345 | -13% |
| 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 | 1.95 | 1.89 | 103% |
| Returns for 1 year | 4.68 | -0.43 | -1,089% |
| Returns for 3 years | 21.77 | 8.49 | 256% |
| Returns for 5 years | 36.57 | 11.49 | 318% |
| Returns for 10 years | 50.51 | 27.64 | 183% |