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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$55.40
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets223.79M
American Funds American Balanced R3
Price$38.32
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Sep 15, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. PWTYX (224M). PWTYX pays higher dividends than RLBCX: PWTYX (1.71) vs RLBCX (1.53). PWTYX was incepted earlier than RLBCX: PWTYX (32 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than PWTYX: RLBCX (250) vs PWTYX (2000000). RLBCX annual gain was more profitable for investors over the last year : 9.94 vs. PWTYX (6.16). RLBCX return over 5 years is better than : 41.27 vs. PWTYX (12.23).
| PWTYX | RLBCX | PWTYX / RLBCX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.638 | 12.865 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 262B | 0% |
| Annual Yield % from dividends | 1.71 | 1.53 | 111% |
| Returns for 1 year | 6.16 | 9.94 | 62% |
| Returns for 3 years | 25.00 | 40.98 | 61% |
| Returns for 5 years | 12.23 | 41.27 | 30% |
| Returns for 10 years | 48.80 | 74.56 | 65% |
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