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PWTYX vs RLBAX
PWTYX vs RLBAX Comparison
Open Charts PWTYX vs RLBAX
UBS US Allocation P
Price$53.74
Change-$0.24 (-0.44%)
VolumeN/A
Net Assets218.96M
American Funds American Balanced R1
Price$36.91
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
PWTYX vs RLBAX Comparison Chart in %
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PWTYX vs. RLBAX commentary
Aug 20, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. PWTYX (219M). PWTYX pays higher dividends than RLBAX: PWTYX (1.74) vs RLBAX (1.17). PWTYX was incepted earlier than RLBAX: PWTYX (32 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than PWTYX: RLBAX (250) vs PWTYX (2000000). RLBAX annual gain was more profitable for investors over the last year : 5.99 vs. PWTYX (3.23). RLBAX return over 5 years is better than : 33.32 vs. PWTYX (8.02).
| PWTYX | RLBAX | PWTYX / RLBAX | |
| Total Expense Ratio | 0.77 | 1.31 | 59% |
| Annual Report Gross Expense Ratio | 0.77 | 1.31 | 59% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 6.353 | 8.801 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 256B | 0% |
| Annual Yield % from dividends | 1.74 | 1.17 | 149% |
| Returns for 1 year | 3.23 | 5.99 | 54% |
| Returns for 3 years | 15.01 | 28.07 | 53% |
| Returns for 5 years | 8.02 | 33.32 | 24% |
| Returns for 10 years | 46.01 | 64.40 | 71% |
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