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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$51.83
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets224.05M
American Funds American Balanced R5
Price$35.46
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
PWTYX vs RLBFX Comparison Chart
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PWTYX vs. RLBFX commentary
Jan 31, 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: 241B 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 : 12.41 vs. PWTYX (9.03). RLBFX return over 5 years is better than : 35.52 vs. PWTYX (9.80).
| 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 | 1.979 | 3.111 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 241B | 0% |
| Annual Yield % from dividends | 1.52 | 2.50 | 61% |
| Returns for 1 year | 9.03 | 12.41 | 73% |
| Returns for 3 years | 2.99 | 15.45 | 19% |
| Returns for 5 years | 9.80 | 35.52 | 28% |
| Returns for 10 years | 39.15 | 60.27 | 65% |
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