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BALCX vs PWTYX
BALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
UBS US Allocation P
Price$54.86
Change+$0.25 (+0.46%)
VolumeN/A
Net Assets222.82M
BALCX vs PWTYX Comparison Chart in %
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BALCX vs. PWTYX commentary
Sep 10, 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 BALCX is a Buy and PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. PWTYX (223M). PWTYX pays higher dividends than BALCX: PWTYX (1.71) vs BALCX (1.16). BALCX was incepted earlier than PWTYX: BALCX (25 years) vs PWTYX (32 years). BALCX (1.31) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than PWTYX: BALCX (250) vs PWTYX (2000000). BALCX annual gain was more profitable for investors over the last year : 10.89 vs. PWTYX (7.27). BALCX return over 5 years is better than : 36.42 vs. PWTYX (10.08).
| BALCX | PWTYX | BALCX / PWTYX | |
| Total Expense Ratio | 1.31 | 0.77 | 170% |
| Annual Report Gross Expense Ratio | 1.31 | 0.77 | 170% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 11.277 | 8.569 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 223M | 116,143% |
| Annual Yield % from dividends | 1.16 | 1.71 | 68% |
| Returns for 1 year | 10.89 | 7.27 | 150% |
| Returns for 3 years | 34.57 | 20.97 | 165% |
| Returns for 5 years | 36.42 | 10.08 | 361% |
| Returns for 10 years | 69.02 | 48.00 | 144% |
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