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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$46.65
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets197.12M
American Funds American Balanced R5
Price$33.02
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets224.9B
PWTYX vs RLBFX Comparison Chart
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PWTYX vs. RLBFX commentary
Apr 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 225B vs. PWTYX (197M). RLBFX pays higher dividends than PWTYX: RLBFX (2.26) vs PWTYX (1.88). PWTYX was incepted earlier than RLBFX: PWTYX (32 years) vs RLBFX (23 years). PWTYX (0.77) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). RLBFX has a lower initial minimum investment than PWTYX: RLBFX (250) vs PWTYX (2000000). RLBFX annual gain was more profitable for investors over the last year : 2.88 vs. PWTYX (-2.73). RLBFX return over 5 years is better than : 33.40 vs. PWTYX (9.18).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.30 | 257% |
| Annual Report Gross Expense Ratio | 0.77 | 0.30 | 257% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -7.679 | -3.617 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 225B | 0% |
| Annual Yield % from dividends | 1.88 | 2.26 | 83% |
| Returns for 1 year | -2.73 | 2.88 | -95% |
| Returns for 3 years | -4.05 | 10.75 | -38% |
| Returns for 5 years | 9.18 | 33.40 | 27% |
| Returns for 10 years | 21.14 | 47.01 | 45% |