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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$51.38
Change+$0.40 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.50
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBBX Comparison Chart
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PWTYX vs. RLBBX commentary
Dec 25, 2024
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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B 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 : 9.84 vs. PWTYX (8.27). RLBBX return over 5 years is better than : 26.53 vs. PWTYX (8.81).
| 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 | 7.976 | 9.389 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 238B | 0% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 8.27 | 9.84 | 84% |
| Returns for 3 years | -2.35 | 7.28 | -32% |
| Returns for 5 years | 8.81 | 26.53 | 33% |
| Returns for 10 years | 35.45 | 46.03 | 77% |
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