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BALFX vs PWTYX
BALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYX
American Funds American Balanced F1
Price$36.57
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets251.12B
UBS US Allocation P
Price$52.47
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets217.35M
BALFX vs PWTYX Comparison Chart in %
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BALFX vs. PWTYX commentary
Jul 03, 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: 251B vs. PWTYX (217M). BALFX (1.81) and PWTYX (1.76) 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 : 8.36 vs. PWTYX (3.82). BALFX return over 5 years is better than : 40.52 vs. PWTYX (11.91).
| 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 | 7.488 | 3.562 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 217M | 115,668% |
| Annual Yield % from dividends | 1.81 | 1.76 | 103% |
| Returns for 1 year | 8.36 | 3.82 | 219% |
| Returns for 3 years | 34.30 | 19.31 | 178% |
| Returns for 5 years | 40.52 | 11.91 | 340% |
| Returns for 10 years | 63.78 | 37.58 | 170% |
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