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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$50.73
Change-$0.45 (-0.88%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PWTYX vs RLBCX Comparison Chart
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PWTYX vs. RLBCX commentary
Jun 15, 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: 244B vs. PWTYX (212M). PWTYX pays higher dividends than RLBCX: PWTYX (1.84) vs RLBCX (1.63). 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). 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 : 4.94 vs. PWTYX (0.37). RLBCX return over 5 years is better than : 36.51 vs. PWTYX (11.04).
| 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 | 0.396 | 4.294 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.84 | 1.63 | 112% |
| Returns for 1 year | 0.37 | 4.94 | 7% |
| Returns for 3 years | 17.66 | 31.54 | 56% |
| Returns for 5 years | 11.04 | 36.51 | 30% |
| Returns for 10 years | 32.30 | 54.99 | 59% |
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