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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$55.01
Change-$0.60 (-1.08%)
VolumeN/A
Net Assets221.55M
American Funds American Balanced R5
Price$38.54
Change-$0.35 (-0.90%)
VolumeN/A
Net Assets263.44B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Nov 21, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. PWTYX (222M). RLBFX pays higher dividends than PWTYX: RLBFX (1.97) vs PWTYX (1.63). PWTYX was incepted earlier than RLBFX: PWTYX (33 years) vs RLBFX (24 years). PWTYX (0.77) is less costly to investors than RLBFX (0.29). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBFX (44.00). 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 : 8.37 vs. PWTYX (2.42). RLBFX return over 5 years is better than : 39.27 vs. PWTYX (4.92).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.29 | 266% |
| Annual Report Gross Expense Ratio | 0.77 | 0.29 | 266% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 10.053 | 13.302 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 263B | 0% |
| Annual Yield % from dividends | 1.63 | 1.97 | 83% |
| Returns for 1 year | 2.42 | 8.37 | 29% |
| Returns for 3 years | 26.10 | 41.14 | 63% |
| Returns for 5 years | 4.92 | 39.27 | 13% |
| Returns for 10 years | 44.65 | 72.89 | 61% |
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