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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$53.95
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Aug 17, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. PWTYX (220M). PWTYX pays higher dividends than RLBCX: PWTYX (1.74) vs RLBCX (1.56). 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 : 7.61 vs. PWTYX (4.64). RLBCX return over 5 years is better than : 36.26 vs. PWTYX (8.79).
| 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 | 6.768 | 9.537 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 256B | 0% |
| Annual Yield % from dividends | 1.74 | 1.56 | 112% |
| Returns for 1 year | 4.64 | 7.61 | 61% |
| Returns for 3 years | 13.62 | 28.47 | 48% |
| Returns for 5 years | 8.79 | 36.26 | 24% |
| Returns for 10 years | 40.46 | 63.18 | 64% |
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