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PWTYX vs RLBBX
PWTYX vs RLBBX Comparison
Open Charts PWTYX vs RLBBX
UBS US Allocation P
Price$50.73
Change-$0.45 (-0.88%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PWTYX vs RLBBX Comparison Chart
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PWTYX vs. RLBBX commentary
Jun 16, 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: 244B vs. PWTYX (212M). PWTYX pays higher dividends than RLBBX: PWTYX (1.84) vs RLBBX (1.23). 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 : 4.47 vs. PWTYX (0.37). RLBBX return over 5 years is better than : 34.04 vs. PWTYX (11.04).
| 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 | 0.396 | 4.082 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.84 | 1.23 | 149% |
| Returns for 1 year | 0.37 | 4.47 | 8% |
| Returns for 3 years | 17.66 | 30.06 | 59% |
| Returns for 5 years | 11.04 | 34.04 | 32% |
| Returns for 10 years | 32.30 | 51.22 | 63% |
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