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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$53.95
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
PWTYX vs RLBBX Comparison Chart in %
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PWTYX vs. RLBBX commentary
Aug 17, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. PWTYX (220M). PWTYX pays higher dividends than RLBBX: PWTYX (1.74) vs RLBBX (1.16). PWTYX was incepted earlier than RLBBX: PWTYX (32 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBBX (44.00). 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 : 7.14 vs. PWTYX (4.64). RLBBX return over 5 years is better than : 33.77 vs. PWTYX (8.79).
| PWTYX | RLBBX | PWTYX / RLBBX | |
| Total Expense Ratio | 0.77 | 1.32 | 58% |
| Annual Report Gross Expense Ratio | 0.77 | 1.32 | 58% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 6.768 | 9.234 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 256B | 0% |
| Annual Yield % from dividends | 1.74 | 1.16 | 149% |
| Returns for 1 year | 4.64 | 7.14 | 65% |
| Returns for 3 years | 13.62 | 27.06 | 50% |
| Returns for 5 years | 8.79 | 33.77 | 26% |
| Returns for 10 years | 40.46 | 59.09 | 68% |
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