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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$48.71
Change-$0.20 (-0.41%)
VolumeN/A
Net Assets210.06M
American Funds American Balanced R2
Price$33.72
Change-$0.11 (-0.33%)
VolumeN/A
Net Assets232.94B
PWTYX vs RLBBX Comparison Chart
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PWTYX vs. RLBBX commentary
Mar 12, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 233B vs. PWTYX (210M). PWTYX pays higher dividends than RLBBX: PWTYX (1.80) vs RLBBX (1.25). PWTYX was incepted earlier than RLBBX: PWTYX (32 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than PWTYX (0.77). RLBBX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). RLBBX has a lower initial minimum investment than PWTYX: RLBBX (250) vs PWTYX (2000000). RLBBX annual gain was more profitable for investors over the last year : 3.29 vs. PWTYX (-0.43). RLBBX return over 5 years is better than : 44.32 vs. PWTYX (23.82).
| PWTYX | RLBBX | PWTYX / RLBBX | |
| Total Expense Ratio | 0.77 | 1.33 | 58% |
| Annual Report Gross Expense Ratio | 0.77 | 1.33 | 58% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -3.206 | -0.843 | 380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 233B | 0% |
| Annual Yield % from dividends | 1.80 | 1.25 | 145% |
| Returns for 1 year | -0.43 | 3.29 | -13% |
| Returns for 3 years | 2.35 | 13.14 | 18% |
| Returns for 5 years | 23.82 | 44.32 | 54% |
| Returns for 10 years | 29.89 | 45.29 | 66% |
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