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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$55.65
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBCX Comparison Chart
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PWTYX vs. RLBCX commentary
Nov 14, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. PWTYX (235M). RLBCX pays higher dividends than PWTYX: RLBCX (1.98) vs PWTYX (1.52). PWTYX was incepted earlier than RLBCX: PWTYX (32 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). RLBCX has a lower initial minimum investment than PWTYX: RLBCX (250) vs PWTYX (2000000). PWTYX annual gain was more profitable for investors over the last year : 23.76 vs. RLBCX (22.26). RLBCX return over 5 years is better than : 35.04 vs. PWTYX (19.26).
| PWTYX | RLBCX | PWTYX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 16.180 | 15.300 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 240B | 0% |
| Annual Yield % from dividends | 1.52 | 1.98 | 77% |
| Returns for 1 year | 23.76 | 22.26 | 107% |
| Returns for 3 years | -10.98 | 11.17 | -98% |
| Returns for 5 years | 19.26 | 35.04 | 55% |
| Returns for 10 years | 48.24 | 50.67 | 95% |