BALFX
Price
$30.82
Change
-$0.04 (-0.13%)
Updated
Nov 27, 6:59 PM EST
PWTYX
Price
$46.11
Change
+$0.01 (+0.02%)
Updated
Nov 27, 6:59 PM EST
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BALFX vs PWTYX ᐉ Comparison: Which is Better to Invest?

Header iconBALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYXBanner chart's image
American Funds American Balanced F1
Price$30.82
Change-$0.04 (-0.13%)
VolumeN/A
CapitalizationN/A
UBS US Allocation P
Price$46.11
Change+$0.01 (+0.02%)
VolumeN/A
CapitalizationN/A
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BALFX vs PWTYX Comparison Chart

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VS
BALFX vs. PWTYX commentary
Nov 28, 2023

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: 202B vs. PWTYX (212M). BALFX pays higher dividends than PWTYX: BALFX (1.62) vs PWTYX (1.10). BALFX was incepted earlier than PWTYX: BALFX (23 years) vs PWTYX (31 years). PWTYX (0.72) is less costly to investors than BALFX (0.62). PWTYX is a more actively managed with annual turnover of: 65.00 vs. BALFX (52.00). 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 : 6.37 vs. PWTYX (-0.46). BALFX return over 5 years is better than : 20.49 vs. PWTYX (-1.28).
BALFXPWTYXBALFX / PWTYX
Total Expense Ratio0.620.7286%
Annual Report Gross Expense Ratio0.620.7286%
Fund Existence23 years31 years-
Gain YTD8.33011.51172%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRA250N/A-
Net Assets202B212M95,283%
Annual Yield % from dividends1.621.10147%
Returns for 1 year6.37-0.46-1,384%
Returns for 3 years5.48-17.73-31%
Returns for 5 years20.49-1.28-1,605%
Returns for 10 years39.6734.35115%
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