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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$51.83
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets224.05M
American Funds American Balanced R2
Price$35.08
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
PWTYX vs RLBBX Comparison Chart
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PWTYX vs. RLBBX commentary
Jan 31, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. PWTYX (224M). RLBBX (1.58) and PWTYX (1.52) have matching dividends . PWTYX was incepted earlier than RLBBX: PWTYX (32 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). 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 : 11.21 vs. PWTYX (9.03). RLBBX return over 5 years is better than : 29.71 vs. PWTYX (9.80).
| PWTYX | RLBBX | PWTYX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.979 | 3.025 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 241B | 0% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 9.03 | 11.21 | 81% |
| Returns for 3 years | 2.99 | 12.83 | 23% |
| Returns for 5 years | 9.80 | 29.71 | 33% |
| Returns for 10 years | 39.15 | 51.39 | 76% |
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