Interact to see
Advertisement
Advertisement
PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$56.18
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets225.58M
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PWTYX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. PWTYX (226M). RLBEX pays higher dividends than PWTYX: RLBEX (1.74) vs PWTYX (1.65). PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.59). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 8.70 vs. PWTYX (4.30). RLBEX return over 5 years is better than : 42.04 vs. PWTYX (9.23).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.181 | 14.631 | 76% |
| 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 | 1.74 | 95% |
| Returns for 1 year | 4.30 | 8.70 | 49% |
| Returns for 3 years | 33.08 | 50.52 | 65% |
| Returns for 5 years | 9.23 | 42.04 | 22% |
| Returns for 10 years | 50.35 | 77.69 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement