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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$56.36
Change-$0.74 (-1.30%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Nov 14, 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: 269B vs. PWTYX (225M). PWTYX pays higher dividends than RLBCX: PWTYX (1.63) vs RLBCX (1.46). PWTYX was incepted earlier than RLBCX: PWTYX (33 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 : 8.39 vs. PWTYX (4.29). RLBCX return over 5 years is better than : 37.74 vs. PWTYX (8.48).
| 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 | 23 years | - |
| Gain YTD | 13.002 | 14.512 | 90% |
| 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 | 1.63 | 1.46 | 111% |
| Returns for 1 year | 4.29 | 8.39 | 51% |
| Returns for 3 years | 28.34 | 41.39 | 68% |
| Returns for 5 years | 8.48 | 37.74 | 22% |
| Returns for 10 years | 52.07 | 70.87 | 73% |
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