Ad is loading...
Ad is loading...
PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$55.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLBFX commentary
Nov 22, 2024
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 StrongSell and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. PWTYX (232M). RLBFX pays higher dividends than PWTYX: RLBFX (2.50) vs PWTYX (1.52). PWTYX was incepted earlier than RLBFX: PWTYX (32 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). RLBFX has a lower initial minimum investment than PWTYX: RLBFX (250) vs PWTYX (2000000). PWTYX annual gain was more profitable for investors over the last year : 22.28 vs. RLBFX (21.14). RLBFX return over 5 years is better than : 38.00 vs. PWTYX (18.65).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 15.825 | 15.247 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 237B | 0% |
| Annual Yield % from dividends | 1.52 | 2.50 | 61% |
| Returns for 1 year | 22.28 | 21.14 | 105% |
| Returns for 3 years | -10.39 | 12.82 | -81% |
| Returns for 5 years | 18.65 | 38.00 | 49% |
| Returns for 10 years | 46.11 | 53.43 | 86% |
View a ticker or compare two or three
VS
VS
Ad is loading...