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AMBFX vs PWTAX
AMBFX vs PWTAX Comparison
Open Charts AMBFX vs PWTAX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
UBS US Allocation A
Price$52.86
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets221.71M
AMBFX vs PWTAX Comparison Chart in %
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AMBFX vs. PWTAX commentary
Sep 07, 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: 258B vs. PWTAX (222M). AMBFX pays higher dividends than PWTAX: AMBFX (2.00) vs PWTAX (1.51). 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 : 9.61 vs. PWTAX (5.18). AMBFX return over 5 years is better than : 40.34 vs. PWTAX (6.67).
| 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 | 10.911 | 7.900 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 222M | 116,216% |
| Annual Yield % from dividends | 2.00 | 1.51 | 133% |
| Returns for 1 year | 9.61 | 5.18 | 185% |
| Returns for 3 years | 39.97 | 22.47 | 178% |
| Returns for 5 years | 40.34 | 6.67 | 605% |
| Returns for 10 years | 76.71 | 41.74 | 184% |
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