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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$56.36
Change-$0.74 (-1.30%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
PWTYX vs RLBEX Comparison Chart in %
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PWTYX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. PWTYX (225M). RLBEX pays higher dividends than PWTYX: RLBEX (1.71) vs PWTYX (1.63). PWTYX was incepted earlier than RLBEX: PWTYX (33 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 : 9.94 vs. PWTYX (4.29). RLBEX return over 5 years is better than : 41.28 vs. PWTYX (8.48).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 13.002 | 16.221 | 80% |
| 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 | 1.71 | 95% |
| Returns for 1 year | 4.29 | 9.94 | 43% |
| Returns for 3 years | 28.34 | 43.51 | 65% |
| Returns for 5 years | 8.48 | 41.28 | 21% |
| Returns for 10 years | 52.07 | 80.23 | 65% |
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