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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$53.04
Change-$3.36 (-5.96%)
VolumeN/A
Net Assets224.44M
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
PWTYX vs RLBBX Comparison Chart in %
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PWTYX vs. RLBBX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. PWTYX (224M). PWTYX pays higher dividends than RLBBX: PWTYX (1.32) vs RLBBX (1.23). 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 annual gain was more profitable for investors over the last year : 10.49 vs. PWTYX (4.88). RLBBX return over 5 years is better than : 31.41 vs. PWTYX (-1.05).
| 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 | 1.415 | 2.396 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 270B | 0% |
| Annual Yield % from dividends | 1.32 | 1.23 | 107% |
| Returns for 1 year | 4.88 | 10.49 | 47% |
| Returns for 3 years | 25.70 | 33.68 | 76% |
| Returns for 5 years | -1.05 | 31.41 | -3% |
| Returns for 10 years | 54.17 | 79.44 | 68% |
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