Ad is loading...
PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTYX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLBCX commentary
May 09, 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: 234B vs. PWTYX (206M). PWTYX pays higher dividends than RLBCX: PWTYX (1.89) vs RLBCX (1.70). 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 : 4.39 vs. PWTYX (-0.43). RLBCX return over 5 years is better than : 34.93 vs. PWTYX (11.49).
| 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 | -3.345 | 0.323 | -1,035% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.89 | 1.70 | 112% |
| Returns for 1 year | -0.43 | 4.39 | -10% |
| Returns for 3 years | 8.49 | 20.95 | 41% |
| Returns for 5 years | 11.49 | 34.93 | 33% |
| Returns for 10 years | 27.64 | 48.02 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...