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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$52.75
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Jul 07, 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: 252B vs. PWTYX (219M). PWTYX pays higher dividends than RLBCX: PWTYX (1.76) vs RLBCX (1.57). 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 : 7.52 vs. PWTYX (3.60). RLBCX return over 5 years is better than : 39.59 vs. PWTYX (12.81).
| 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 | 4.393 | 7.917 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.76 | 1.57 | 112% |
| Returns for 1 year | 3.60 | 7.52 | 48% |
| Returns for 3 years | 20.27 | 34.01 | 60% |
| Returns for 5 years | 12.81 | 39.59 | 32% |
| Returns for 10 years | 38.85 | 62.14 | 63% |
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