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PWTYX vs RLBAX
PWTYX vs RLBAX Comparison
Open Charts PWTYX vs RLBAX
UBS US Allocation P
Price$54.86
Change+$0.25 (+0.46%)
VolumeN/A
Net Assets222.82M
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
PWTYX vs RLBAX Comparison Chart in %
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PWTYX vs. RLBAX commentary
Sep 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PWTYX (223M). PWTYX pays higher dividends than RLBAX: PWTYX (1.71) vs RLBAX (1.15). 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 : 10.89 vs. PWTYX (7.27). RLBAX return over 5 years is better than : 36.32 vs. PWTYX (10.08).
| 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 | 8.569 | 11.248 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 259B | 0% |
| Annual Yield % from dividends | 1.71 | 1.15 | 148% |
| Returns for 1 year | 7.27 | 10.89 | 67% |
| Returns for 3 years | 20.97 | 34.52 | 61% |
| Returns for 5 years | 10.08 | 36.32 | 28% |
| Returns for 10 years | 48.00 | 68.88 | 70% |
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