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FBAFX vs PWTYX
FBAFX vs PWTYX Comparison
Open Charts FBAFX vs PWTYX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
UBS US Allocation P
Price$50.73
Change-$0.45 (-0.88%)
VolumeN/A
Net Assets211.64M
FBAFX vs PWTYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. PWTYX (212M). FBAFX pays higher dividends than PWTYX: FBAFX (2.14) vs PWTYX (1.84). FBAFX was incepted earlier than PWTYX: FBAFX (5 years) vs PWTYX (32 years). PWTYX (0.77) is less costly to investors than FBAFX (0.34). PWTYX is a more actively managed with annual turnover of: 58.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than PWTYX: FBAFX (250) vs PWTYX (2000000). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. PWTYX (0.37).
| FBAFX | PWTYX | FBAFX / PWTYX | |
| Total Expense Ratio | 0.34 | 0.77 | 44% |
| Annual Report Gross Expense Ratio | 0.34 | 0.77 | 44% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 4.578 | 0.396 | 1,157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 212M | 115,094% |
| Annual Yield % from dividends | 2.14 | 1.84 | 117% |
| Returns for 1 year | 5.57 | 0.37 | 1,516% |
| Returns for 3 years | 34.68 | 17.66 | 196% |
| Returns for 5 years | N/A | 11.04 | - |
| Returns for 10 years | N/A | 32.30 | - |
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