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PWTYX vs RLBGX
PWTYX vs RLBGX Comparison
Open Charts PWTYX vs RLBGX
UBS US Allocation P
Price$46.65
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets197.12M
American Funds American Balanced R6
Price$32.98
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
PWTYX vs RLBGX Comparison Chart
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PWTYX vs. RLBGX commentary
Apr 19, 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: 225B vs. PWTYX (197M). RLBGX pays higher dividends than PWTYX: RLBGX (2.31) vs PWTYX (1.88). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). 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 : 2.93 vs. PWTYX (-2.73). RLBGX return over 5 years is better than : 33.62 vs. PWTYX (9.18).
| 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 | -7.679 | -3.609 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 225B | 0% |
| Annual Yield % from dividends | 1.88 | 2.31 | 81% |
| Returns for 1 year | -2.73 | 2.93 | -93% |
| Returns for 3 years | -4.05 | 10.85 | -37% |
| Returns for 5 years | 9.18 | 33.62 | 27% |
| Returns for 10 years | 21.14 | 47.31 | 45% |
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