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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$50.77
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets211.88M
American Funds American Balanced R5
Price$35.68
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Jun 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 Buy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 245B vs. PWTYX (212M). RLBFX pays higher dividends than PWTYX: RLBFX (2.18) vs PWTYX (1.84). PWTYX was incepted earlier than RLBFX: PWTYX (32 years) vs RLBFX (23 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 : 4.85 vs. PWTYX (0.35). RLBFX return over 5 years is better than : 39.20 vs. PWTYX (9.65).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.29 | 266% |
| Annual Report Gross Expense Ratio | 0.77 | 0.29 | 266% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 0.613 | 4.531 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 245B | 0% |
| Annual Yield % from dividends | 1.84 | 2.18 | 84% |
| Returns for 1 year | 0.35 | 4.85 | 7% |
| Returns for 3 years | 17.50 | 33.34 | 53% |
| Returns for 5 years | 9.65 | 39.20 | 25% |
| Returns for 10 years | 31.22 | 59.95 | 52% |
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