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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$52.79
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets224.95M
American Funds American Balanced R2
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PWTYX vs RLBBX Comparison Chart in %
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PWTYX vs. RLBBX commentary
Dec 27, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. PWTYX (225M). PWTYX pays higher dividends than RLBBX: PWTYX (1.62) vs RLBBX (1.07). PWTYX was incepted earlier than RLBBX: PWTYX (33 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 57.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than PWTYX: RLBBX (250) vs PWTYX (2000000). RLBBX annual gain was more profitable for investors over the last year : 8.55 vs. PWTYX (2.65). RLBBX return over 5 years is better than : 30.71 vs. PWTYX (0.76).
| PWTYX | RLBBX | PWTYX / RLBBX | |
| Total Expense Ratio | 0.77 | 1.32 | 58% |
| Annual Report Gross Expense Ratio | 0.77 | 1.32 | 58% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 4.374 | 9.989 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 269B | 0% |
| Annual Yield % from dividends | 1.62 | 1.07 | 151% |
| Returns for 1 year | 2.65 | 8.55 | 31% |
| Returns for 3 years | 31.51 | 34.81 | 91% |
| Returns for 5 years | 0.76 | 30.71 | 2% |
| Returns for 10 years | 38.99 | 65.97 | 59% |
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