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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$46.65
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets197.12M
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets224.9B
PWTYX vs RLBCX Comparison Chart
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PWTYX vs. RLBCX commentary
Apr 19, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 225B vs. PWTYX (197M). PWTYX pays higher dividends than RLBCX: PWTYX (1.88) vs RLBCX (1.69). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). 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 : 2.26 vs. PWTYX (-2.73). RLBCX return over 5 years is better than : 30.02 vs. PWTYX (9.18).
| 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 | -7.679 | -3.762 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 225B | 0% |
| Annual Yield % from dividends | 1.88 | 1.69 | 111% |
| Returns for 1 year | -2.73 | 2.26 | -121% |
| Returns for 3 years | -4.05 | 9.17 | -44% |
| Returns for 5 years | 9.18 | 30.02 | 31% |
| Returns for 10 years | 21.14 | 41.94 | 50% |
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