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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$55.01
Change-$0.60 (-1.08%)
VolumeN/A
Net Assets221.55M
American Funds American Balanced R3
Price$38.19
Change-$0.35 (-0.91%)
VolumeN/A
Net Assets263.44B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Nov 21, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. PWTYX (222M). PWTYX pays higher dividends than RLBCX: PWTYX (1.63) vs RLBCX (1.46). PWTYX was incepted earlier than RLBCX: PWTYX (33 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 : 7.66 vs. PWTYX (2.42). RLBCX return over 5 years is better than : 35.71 vs. PWTYX (4.92).
| PWTYX | RLBCX | PWTYX / RLBCX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 10.053 | 12.711 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 263B | 0% |
| Annual Yield % from dividends | 1.63 | 1.46 | 111% |
| Returns for 1 year | 2.42 | 7.66 | 32% |
| Returns for 3 years | 26.10 | 38.74 | 67% |
| Returns for 5 years | 4.92 | 35.71 | 14% |
| Returns for 10 years | 44.65 | 66.43 | 67% |
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