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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$53.74
Change-$0.24 (-0.44%)
VolumeN/A
Net Assets218.96M
American Funds American Balanced R2
Price$36.95
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
PWTYX vs RLBBX Comparison Chart in %
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PWTYX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. PWTYX (219M). PWTYX pays higher dividends than RLBBX: PWTYX (1.74) vs RLBBX (1.16). PWTYX was incepted earlier than RLBBX: PWTYX (32 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 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 : 5.98 vs. PWTYX (3.23). RLBBX return over 5 years is better than : 33.32 vs. PWTYX (8.02).
| PWTYX | RLBBX | PWTYX / RLBBX | |
| Total Expense Ratio | 0.77 | 1.32 | 58% |
| Annual Report Gross Expense Ratio | 0.77 | 1.32 | 58% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 6.353 | 8.793 | 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 | 1.16 | 149% |
| Returns for 1 year | 3.23 | 5.98 | 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 | 64.37 | 71% |
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