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BALFX vs PWTYX
BALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
UBS US Allocation P
Price$55.68
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets225.74M
BALFX vs PWTYX Comparison Chart in %
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BALFX vs. PWTYX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. PWTYX (226M). BALFX (1.77) and PWTYX (1.71) have matching dividends . BALFX was incepted earlier than PWTYX: BALFX (25 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 : 9.51 vs. PWTYX (5.82). BALFX return over 5 years is better than : 42.46 vs. PWTYX (11.90).
| BALFX | PWTYX | BALFX / PWTYX | |
| Total Expense Ratio | 0.61 | 0.77 | 79% |
| Annual Report Gross Expense Ratio | 0.61 | 0.77 | 79% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 13.207 | 10.212 | 129% |
| 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 | 1.77 | 1.71 | 104% |
| Returns for 1 year | 9.51 | 5.82 | 163% |
| Returns for 3 years | 43.16 | 27.17 | 159% |
| Returns for 5 years | 42.46 | 11.90 | 357% |
| Returns for 10 years | 79.10 | 50.24 | 157% |
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