PWTYX
Price
$55.23
Change
+$0.03 (+0.05%)
Updated
Jul 24 closing price
Net Assets
222.97M
RLBAX
Price
$39.76
Change
-$0.08 (-0.20%)
Updated
Jul 24 closing price
Net Assets
288.09B
Interact to see
Advertisement

PWTYX vs RLBAX

PWTYX vs RLBAX Comparison Chart in %
View a ticker or compare two or three
VS
PWTYX vs. RLBAX commentary
Jul 25, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 288B vs. PWTYX (223M). PWTYX pays higher dividends than RLBAX: PWTYX (1.25) vs RLBAX (1.11). PWTYX was incepted earlier than RLBAX: PWTYX (33 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 57.00 vs. RLBAX (50.00). RLBAX annual gain was more profitable for investors over the last year : 9.52 vs. PWTYX (5.23). RLBAX return over 5 years is better than : 27.62 vs. PWTYX (-3.63).
PWTYXRLBAXPWTYX / RLBAX
Total Expense Ratio0.771.3258%
Annual Report Gross Expense Ratio0.771.3258%
Fund Existence33 years24 years-
Gain YTD5.5457.34176%
Front LoadN/AN/A-
Min. Initial InvestmentN/A250-
Min. Initial Investment IRAN/AN/A-
Net Assets223M288B0%
Annual Yield % from dividends1.251.11113%
Returns for 1 year5.239.5255%
Returns for 3 years24.0634.6070%
Returns for 5 years-3.6327.62-13%
Returns for 10 years42.2371.3859%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AABFX14.780.01
+0.07%
Thrivent Dynamic Allocation A
VBIAX53.59N/A
N/A
Vanguard Balanced Index Adm
SAREX12.86N/A
N/A
SA Real Estate Securities
BAUAX31.68N/A
N/A
Brown Advisory Small-Cap Fdmtl Val Adv
FMDGX35.55N/A
N/A
Fidelity Mid Cap Growth Index