PWTYX
Price
$52.74
Change
+$0.15 (+0.29%)
Updated
Dec 24 closing price
Net Assets
224.95M
RLBCX
Price
$37.39
Change
+$0.14 (+0.38%)
Updated
Dec 24 closing price
Net Assets
269.37B
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PWTYX vs RLBCX

Header iconPWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCXBanner chart's image
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.

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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).
PWTYXRLBCXPWTYX / RLBCX
Total Expense Ratio0.770.8987%
Annual Report Gross Expense Ratio0.770.8987%
Fund Existence33 years24 years-
Gain YTD4.37410.35042%
Front LoadN/AN/A-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets225M269B0%
Annual Yield % from dividends1.621.44113%
Returns for 1 year2.658.8830%
Returns for 3 years31.5136.4686%
Returns for 5 years0.7632.942%
Returns for 10 years38.9970.4655%
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