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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$56.40
Change-$0.26 (-0.46%)
VolumeN/A
Net Assets228.11M
American Funds American Balanced R5
Price$39.03
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Oct 10, 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: 267B vs. PWTYX (228M). RLBFX pays higher dividends than PWTYX: RLBFX (2.00) vs PWTYX (1.65). 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 : 9.41 vs. PWTYX (6.20). RLBFX return over 5 years is better than : 43.76 vs. PWTYX (10.10).
| 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 | 12.131 | 14.743 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 267B | 0% |
| Annual Yield % from dividends | 1.65 | 2.00 | 83% |
| Returns for 1 year | 6.20 | 9.41 | 66% |
| Returns for 3 years | 36.06 | 53.56 | 67% |
| Returns for 5 years | 10.10 | 43.76 | 23% |
| Returns for 10 years | 52.26 | 79.88 | 65% |
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