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FBAFX vs PWTYX
FBAFX vs PWTYX Comparison
Open Charts FBAFX vs PWTYX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
UBS US Allocation P
Price$57.13
Change+$0.20 (+0.35%)
VolumeN/A
Net Assets226.62M
FBAFX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. PWTYX (227M). FBAFX pays higher dividends than PWTYX: FBAFX (1.90) vs PWTYX (1.62). FBAFX was incepted earlier than PWTYX: FBAFX (5 years) vs PWTYX (33 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 : 9.57 vs. PWTYX (2.64). FBAFX return over 5 years is better than : 42.71 vs. PWTYX (4.79).
| 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 | 33 years | - |
| Gain YTD | 16.857 | 12.507 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 227M | 118,502% |
| Annual Yield % from dividends | 1.90 | 1.62 | 117% |
| Returns for 1 year | 9.57 | 2.64 | 363% |
| Returns for 3 years | 42.02 | 25.41 | 165% |
| Returns for 5 years | 42.71 | 4.79 | 893% |
| Returns for 10 years | N/A | 47.56 | - |
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