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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$55.65
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.69
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBFX Comparison Chart
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PWTYX vs. RLBFX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. PWTYX (235M). 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 (23.76) and RLBFX (23.00) have marching annual gain over last year. RLBFX return over 5 years is better than : 38.36 vs. PWTYX (19.26).
| 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 | 16.180 | 15.878 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 240B | 0% |
| Annual Yield % from dividends | 1.52 | 2.50 | 61% |
| Returns for 1 year | 23.76 | 23.00 | 103% |
| Returns for 3 years | -10.98 | 12.64 | -87% |
| Returns for 5 years | 19.26 | 38.36 | 50% |
| Returns for 10 years | 48.24 | 55.75 | 87% |
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