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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$56.18
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets225.58M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. PWTYX (226M). PWTYX pays higher dividends than RLBCX: PWTYX (1.65) vs RLBCX (1.49). PWTYX was incepted earlier than RLBCX: PWTYX (32 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than PWTYX: RLBCX (250) vs PWTYX (2000000). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. PWTYX (4.30). RLBCX return over 5 years is better than : 40.24 vs. PWTYX (9.23).
| PWTYX | RLBCX | PWTYX / RLBCX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.181 | 14.364 | 78% |
| 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 | 1.49 | 111% |
| Returns for 1 year | 4.30 | 8.34 | 52% |
| Returns for 3 years | 33.08 | 49.26 | 67% |
| Returns for 5 years | 9.23 | 40.24 | 23% |
| Returns for 10 years | 50.35 | 72.18 | 70% |
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