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FBAFX vs PWTYX
FBAFX vs PWTYX Comparison
Open Charts FBAFX vs PWTYX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
UBS US Allocation P
Price$56.36
Change-$0.74 (-1.30%)
VolumeN/A
Net Assets224.88M
FBAFX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. PWTYX (225M). FBAFX pays higher dividends than PWTYX: FBAFX (1.94) vs PWTYX (1.63). 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 : 10.25 vs. PWTYX (4.29). FBAFX return over 5 years is better than : 44.98 vs. PWTYX (8.48).
| 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 | 16.503 | 13.002 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 225M | 119,556% |
| Annual Yield % from dividends | 1.94 | 1.63 | 119% |
| Returns for 1 year | 10.25 | 4.29 | 239% |
| Returns for 3 years | 45.39 | 28.34 | 160% |
| Returns for 5 years | 44.98 | 8.48 | 530% |
| Returns for 10 years | N/A | 52.07 | - |
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