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AMBFX vs PWTAX
AMBFX vs PWTAX Comparison
Open Charts AMBFX vs PWTAX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
UBS US Allocation A
Price$52.23
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
AMBFX vs PWTAX Comparison Chart in %
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AMBFX vs. PWTAX commentary
Aug 17, 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 AMBFX is a Buy and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. PWTAX (220M). AMBFX pays higher dividends than PWTAX: AMBFX (2.03) vs PWTAX (1.54). AMBFX was incepted earlier than PWTAX: AMBFX (17 years) vs PWTAX (32 years). PWTAX (1.04) is less costly to investors than AMBFX (0.35). PWTAX is a more actively managed with annual turnover of: 58.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than PWTAX: AMBFX (250) vs PWTAX (1000). AMBFX annual gain was more profitable for investors over the last year : 9.45 vs. PWTAX (4.18). AMBFX return over 5 years is better than : 39.72 vs. PWTAX (6.40).
| AMBFX | PWTAX | AMBFX / PWTAX | |
| Total Expense Ratio | 0.35 | 1.04 | 34% |
| Annual Report Gross Expense Ratio | 0.35 | 1.04 | 34% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 10.118 | 6.614 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 220M | 116,364% |
| Annual Yield % from dividends | 2.03 | 1.54 | 132% |
| Returns for 1 year | 9.45 | 4.18 | 226% |
| Returns for 3 years | 30.74 | 12.25 | 251% |
| Returns for 5 years | 39.72 | 6.40 | 621% |
| Returns for 10 years | 68.61 | 35.22 | 195% |
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