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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$48.71
Change-$0.20 (-0.41%)
VolumeN/A
Net Assets210.06M
American Funds American Balanced R5
Price$34.04
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
PWTYX vs RLBFX Comparison Chart
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PWTYX vs. RLBFX commentary
Mar 12, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 233B vs. PWTYX (210M). RLBFX pays higher dividends than PWTYX: RLBFX (2.19) vs PWTYX (1.80). PWTYX was incepted earlier than RLBFX: PWTYX (32 years) vs RLBFX (23 years). PWTYX (0.77) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). 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 : 4.40 vs. PWTYX (-0.43). RLBFX return over 5 years is better than : 50.82 vs. PWTYX (23.82).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.30 | 257% |
| Annual Report Gross Expense Ratio | 0.77 | 0.30 | 257% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -3.206 | -0.639 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 233B | 0% |
| Annual Yield % from dividends | 1.80 | 2.19 | 82% |
| Returns for 1 year | -0.43 | 4.40 | -10% |
| Returns for 3 years | 2.35 | 15.75 | 15% |
| Returns for 5 years | 23.82 | 50.82 | 47% |
| Returns for 10 years | 29.89 | 54.19 | 55% |