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FBAFX vs PWTAX
FBAFX vs PWTAX Comparison
Open Charts FBAFX vs PWTAX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
UBS US Allocation A
Price$49.14
Change-$0.43 (-0.87%)
VolumeN/A
Net Assets211.64M
FBAFX vs PWTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. PWTAX (212M). FBAFX pays higher dividends than PWTAX: FBAFX (2.14) vs PWTAX (1.62). 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 : 5.57 vs. PWTAX (-0.08).
| 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 | 4.578 | 0.306 | 1,495% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 212M | 115,094% |
| Annual Yield % from dividends | 2.14 | 1.62 | 132% |
| Returns for 1 year | 5.57 | -0.08 | -6,624% |
| Returns for 3 years | 34.68 | 16.26 | 213% |
| Returns for 5 years | N/A | 8.61 | - |
| Returns for 10 years | N/A | 27.37 | - |
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