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FBAFX vs PWTAX
FBAFX vs PWTAX Comparison
Open Charts FBAFX vs PWTAX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
UBS US Allocation A
Price$52.38
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
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FBAFX vs PWTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. PWTAX (232M). FBAFX pays higher dividends than PWTAX: FBAFX (2.47) vs PWTAX (1.32). FBAFX was incepted earlier than PWTAX: FBAFX (4 years) vs PWTAX (31 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). FBAFX has a lower initial minimum investment than PWTAX: FBAFX (250) vs PWTAX (1000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. PWTAX (22.76).
| FBAFX | PWTAX | FBAFX / PWTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 14.250 | 12.500 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 232M | 101,724% |
| Annual Yield % from dividends | 2.47 | 1.32 | 188% |
| Returns for 1 year | 24.73 | 22.76 | 109% |
| Returns for 3 years | 17.24 | -9.05 | -190% |
| Returns for 5 years | N/A | 15.78 | - |
| Returns for 10 years | N/A | 42.16 | - |