BALFX
Price
$36.57
Change
-$0.08 (-0.22%)
Updated
Jul 1 closing price
Net Assets
251.12B
PWTYX
Price
$52.47
Change
+$0.16 (+0.31%)
Updated
Jul 2 closing price
Net Assets
217.35M
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BALFX vs PWTYX

Header iconBALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYXBanner chart's image
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.

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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).
BALFXPWTYXBALFX / PWTYX
Total Expense Ratio0.610.7779%
Annual Report Gross Expense Ratio0.610.7779%
Fund Existence24 years32 years-
Gain YTD7.4883.562210%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets251B217M115,668%
Annual Yield % from dividends1.811.76103%
Returns for 1 year8.363.82219%
Returns for 3 years34.3019.31178%
Returns for 5 years40.5211.91340%
Returns for 10 years63.7837.58170%
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