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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$55.40
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets223.79M
American Funds American Balanced R5
Price$38.68
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Sep 15, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 262B vs. PWTYX (224M). RLBFX pays higher dividends than PWTYX: RLBFX (2.05) vs PWTYX (1.71). 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 : 10.64 vs. PWTYX (6.16). RLBFX return over 5 years is better than : 44.98 vs. PWTYX (12.23).
| 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 | 9.638 | 13.320 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 262B | 0% |
| Annual Yield % from dividends | 1.71 | 2.05 | 83% |
| Returns for 1 year | 6.16 | 10.64 | 58% |
| Returns for 3 years | 25.00 | 43.44 | 58% |
| Returns for 5 years | 12.23 | 44.98 | 27% |
| Returns for 10 years | 48.80 | 80.99 | 60% |
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