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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTYX vs RLBFX Comparison Chart
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PWTYX vs. RLBFX commentary
May 09, 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: 234B vs. PWTYX (206M). RLBFX pays higher dividends than PWTYX: RLBFX (2.26) vs PWTYX (1.89). 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 : 5.06 vs. PWTYX (-0.43). RLBFX return over 5 years is better than : 38.47 vs. PWTYX (11.49).
| 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 | -3.345 | 0.528 | -633% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.89 | 2.26 | 84% |
| Returns for 1 year | -0.43 | 5.06 | -8% |
| Returns for 3 years | 8.49 | 22.75 | 37% |
| Returns for 5 years | 11.49 | 38.47 | 30% |
| Returns for 10 years | 27.64 | 53.33 | 52% |
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