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PWTYX vs RLBAX
PWTYX vs RLBAX Comparison
Open Charts PWTYX vs RLBAX
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
PWTYX vs RLBAX Comparison Chart
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PWTYX vs. RLBAX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. PWTYX (206M). PWTYX pays higher dividends than RLBAX: PWTYX (1.89) vs RLBAX (1.28). PWTYX was incepted earlier than RLBAX: PWTYX (32 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than PWTYX: RLBAX (250) vs PWTYX (2000000). RLBAX annual gain was more profitable for investors over the last year : 3.92 vs. PWTYX (-0.99). RLBAX return over 5 years is better than : 32.45 vs. PWTYX (11.10).
| PWTYX | RLBAX | PWTYX / RLBAX | |
| Total Expense Ratio | 0.77 | 1.31 | 59% |
| Annual Report Gross Expense Ratio | 0.77 | 1.31 | 59% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -3.681 | 0.154 | -2,384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.89 | 1.28 | 148% |
| Returns for 1 year | -0.99 | 3.92 | -25% |
| Returns for 3 years | 5.54 | 19.69 | 28% |
| Returns for 5 years | 11.10 | 32.45 | 34% |
| Returns for 10 years | 26.69 | 44.47 | 60% |