Ad is loading...
PWTYX vs RLBGX
PWTYX vs RLBGX Comparison
Open Charts PWTYX vs RLBGX
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTYX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. PWTYX (206M). RLBGX pays higher dividends than PWTYX: RLBGX (2.31) vs PWTYX (1.89). PWTYX was incepted earlier than RLBGX: PWTYX (32 years) vs RLBGX (16 years). PWTYX (0.77) is less costly to investors than RLBGX (0.25). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than PWTYX: RLBGX (250) vs PWTYX (2000000). RLBGX annual gain was more profitable for investors over the last year : 5.09 vs. PWTYX (-0.43). RLBGX return over 5 years is better than : 38.70 vs. PWTYX (11.49).
| PWTYX | RLBGX | PWTYX / RLBGX | |
| Total Expense Ratio | 0.77 | 0.25 | 308% |
| Annual Report Gross Expense Ratio | 0.77 | 0.25 | 308% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | -3.345 | 0.541 | -618% |
| 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 | 2.31 | 82% |
| Returns for 1 year | -0.43 | 5.09 | -8% |
| Returns for 3 years | 8.49 | 22.88 | 37% |
| Returns for 5 years | 11.49 | 38.70 | 30% |
| Returns for 10 years | 27.64 | 53.65 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...