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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$56.18
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets225.58M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
PWTYX vs RLBBX Comparison Chart in %
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PWTYX vs. RLBBX commentary
Oct 19, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. PWTYX (226M). PWTYX pays higher dividends than RLBBX: PWTYX (1.65) vs RLBBX (1.11). 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 : 7.84 vs. PWTYX (4.30). RLBBX return over 5 years is better than : 37.69 vs. PWTYX (9.23).
| 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 | 11.181 | 13.938 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 265B | 0% |
| Annual Yield % from dividends | 1.65 | 1.11 | 150% |
| Returns for 1 year | 4.30 | 7.84 | 55% |
| Returns for 3 years | 33.08 | 47.43 | 70% |
| Returns for 5 years | 9.23 | 37.69 | 24% |
| Returns for 10 years | 50.35 | 67.64 | 74% |
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