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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$51.38
Change+$0.40 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.84
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBFX Comparison Chart
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PWTYX vs. RLBFX commentary
Dec 25, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. PWTYX (224M). 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). RLBFX annual gain was more profitable for investors over the last year : 11.05 vs. PWTYX (8.27). RLBFX return over 5 years is better than : 32.27 vs. PWTYX (8.81).
| 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 | 7.976 | 10.569 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 238B | 0% |
| Annual Yield % from dividends | 1.52 | 2.50 | 61% |
| Returns for 1 year | 8.27 | 11.05 | 75% |
| Returns for 3 years | -2.35 | 9.80 | -24% |
| Returns for 5 years | 8.81 | 32.27 | 27% |
| Returns for 10 years | 35.45 | 54.59 | 65% |
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