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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$52.74
Change+$0.15 (+0.29%)
VolumeN/A
Net Assets224.95M
American Funds American Balanced R3
Price$37.39
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Dec 26, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PWTYX (225M). PWTYX pays higher dividends than RLBCX: PWTYX (1.62) vs RLBCX (1.44). PWTYX was incepted earlier than RLBCX: PWTYX (33 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 57.00 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 : 8.88 vs. PWTYX (2.65). RLBCX return over 5 years is better than : 32.94 vs. PWTYX (0.76).
| PWTYX | RLBCX | PWTYX / RLBCX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 4.374 | 10.350 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 269B | 0% |
| Annual Yield % from dividends | 1.62 | 1.44 | 113% |
| Returns for 1 year | 2.65 | 8.88 | 30% |
| Returns for 3 years | 31.51 | 36.46 | 86% |
| Returns for 5 years | 0.76 | 32.94 | 2% |
| Returns for 10 years | 38.99 | 70.46 | 55% |
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