Ad is loading...
FBAFX vs PWTYX
FBAFX vs PWTYX Comparison
Open Charts FBAFX vs PWTYX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
UBS US Allocation P
Price$53.99
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBAFX vs PWTYX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. PWTYX (232M). FBAFX pays higher dividends than PWTYX: FBAFX (2.47) vs PWTYX (1.52). FBAFX was incepted earlier than PWTYX: FBAFX (4 years) vs PWTYX (31 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). FBAFX has a lower initial minimum investment than PWTYX: FBAFX (250) vs PWTYX (2000000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. PWTYX (23.11).
| FBAFX | PWTYX | FBAFX / PWTYX | |
| 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 | 12.714 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 232M | 101,724% |
| Annual Yield % from dividends | 2.47 | 1.52 | 163% |
| Returns for 1 year | 24.73 | 23.11 | 107% |
| Returns for 3 years | 17.24 | -7.78 | -222% |
| Returns for 5 years | N/A | 18.20 | - |
| Returns for 10 years | N/A | 47.46 | - |