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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$56.18
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets225.58M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. PWTYX (226M). RLBFX pays higher dividends than PWTYX: RLBFX (2.00) vs PWTYX (1.65). PWTYX was incepted earlier than RLBFX: PWTYX (32 years) vs RLBFX (23 years). PWTYX (0.77) is less costly to investors than RLBFX (0.29). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than PWTYX: RLBFX (250) vs PWTYX (2000000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. PWTYX (4.30). RLBFX return over 5 years is better than : 43.90 vs. PWTYX (9.23).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.29 | 266% |
| Annual Report Gross Expense Ratio | 0.77 | 0.29 | 266% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.181 | 14.890 | 75% |
| 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 | 2.00 | 83% |
| Returns for 1 year | 4.30 | 9.05 | 48% |
| Returns for 3 years | 33.08 | 51.85 | 64% |
| Returns for 5 years | 9.23 | 43.90 | 21% |
| Returns for 10 years | 50.35 | 78.80 | 64% |
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