Interact to see
Advertisement
Advertisement
FBAFX vs PWTAX
FBAFX vs PWTAX Comparison
Open Charts FBAFX vs PWTAX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
FBAFX vs PWTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PWTAX (219M). FBAFX pays higher dividends than PWTAX: FBAFX (2.06) vs PWTAX (1.56). FBAFX was incepted earlier than PWTAX: FBAFX (5 years) vs PWTAX (32 years). PWTAX (1.04) is less costly to investors than FBAFX (0.34). PWTAX is a more actively managed with annual turnover of: 58.00 vs. FBAFX (44.00). 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 : 8.12 vs. PWTAX (3.14).
| FBAFX | PWTAX | FBAFX / PWTAX | |
| Total Expense Ratio | 0.34 | 1.04 | 33% |
| Annual Report Gross Expense Ratio | 0.34 | 1.04 | 33% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 8.217 | 4.287 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 219M | 115,068% |
| Annual Yield % from dividends | 2.06 | 1.56 | 133% |
| Returns for 1 year | 8.12 | 3.14 | 259% |
| Returns for 3 years | 37.19 | 18.85 | 197% |
| Returns for 5 years | N/A | 10.34 | - |
| Returns for 10 years | N/A | 33.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement