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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$51.38
Change+$0.40 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.57
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBCX Comparison Chart
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PWTYX vs. RLBCX commentary
Dec 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. PWTYX (224M). RLBCX pays higher dividends than PWTYX: RLBCX (1.98) vs PWTYX (1.52). PWTYX was incepted earlier than RLBCX: PWTYX (32 years) vs RLBCX (23 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). RLBCX annual gain was more profitable for investors over the last year : 10.32 vs. PWTYX (8.27). RLBCX return over 5 years is better than : 28.85 vs. PWTYX (8.81).
| PWTYX | RLBCX | PWTYX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.976 | 9.873 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 238B | 0% |
| Annual Yield % from dividends | 1.52 | 1.98 | 77% |
| Returns for 1 year | 8.27 | 10.32 | 80% |
| Returns for 3 years | -2.35 | 8.30 | -28% |
| Returns for 5 years | 8.81 | 28.85 | 31% |
| Returns for 10 years | 35.45 | 49.43 | 72% |
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