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PWTYX vs RLBCX
PWTYX vs RLBCX Comparison
Open Charts PWTYX vs RLBCX
UBS US Allocation P
Price$53.04
Change-$3.36 (-5.96%)
VolumeN/A
Net Assets224.44M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PWTYX vs RLBCX Comparison Chart in %
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PWTYX vs. RLBCX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PWTYX (224M). RLBCX pays higher dividends than PWTYX: RLBCX (1.62) vs PWTYX (1.32). 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 annual gain was more profitable for investors over the last year : 10.97 vs. PWTYX (4.88). RLBCX return over 5 years is better than : 33.82 vs. PWTYX (-1.05).
| 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 | 1.415 | 2.445 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 270B | 0% |
| Annual Yield % from dividends | 1.32 | 1.62 | 81% |
| Returns for 1 year | 4.88 | 10.97 | 45% |
| Returns for 3 years | 25.70 | 35.49 | 72% |
| Returns for 5 years | -1.05 | 33.82 | -3% |
| Returns for 10 years | 54.17 | 84.49 | 64% |
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