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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$48.71
Change-$0.20 (-0.41%)
VolumeN/A
Net Assets210.06M
American Funds American Balanced R3
Price$33.78
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets232.94B
PWTYX vs RLBCX Comparison Chart
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PWTYX vs. RLBCX commentary
Mar 12, 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: 233B vs. PWTYX (210M). PWTYX pays higher dividends than RLBCX: PWTYX (1.80) vs RLBCX (1.65). 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 : 3.76 vs. PWTYX (-0.43). RLBCX return over 5 years is better than : 46.98 vs. PWTYX (23.82).
| 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 | -3.206 | -0.735 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 233B | 0% |
| Annual Yield % from dividends | 1.80 | 1.65 | 109% |
| Returns for 1 year | -0.43 | 3.76 | -11% |
| Returns for 3 years | 2.35 | 14.22 | 16% |
| Returns for 5 years | 23.82 | 46.98 | 51% |
| Returns for 10 years | 29.89 | 48.90 | 61% |
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