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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$52.79
Change+$0.23 (+0.44%)
VolumeN/A
Net Assets216.81M
American Funds American Balanced R5
Price$36.93
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Jul 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: 252B vs. PWTYX (217M). RLBFX pays higher dividends than PWTYX: RLBFX (2.10) vs PWTYX (1.76). 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 : 7.38 vs. PWTYX (1.81). RLBFX return over 5 years is better than : 40.71 vs. PWTYX (9.52).
| 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 | 4.017 | 8.281 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 252B | 0% |
| Annual Yield % from dividends | 1.76 | 2.10 | 84% |
| Returns for 1 year | 1.81 | 7.38 | 25% |
| Returns for 3 years | 19.78 | 37.11 | 53% |
| Returns for 5 years | 9.52 | 40.71 | 23% |
| Returns for 10 years | 35.41 | 65.29 | 54% |
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