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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$52.74
Change+$0.15 (+0.29%)
VolumeN/A
Net Assets224.95M
American Funds American Balanced R5
Price$37.71
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Dec 26, 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 Buy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PWTYX (225M). RLBFX pays higher dividends than PWTYX: RLBFX (1.93) vs PWTYX (1.62). PWTYX was incepted earlier than RLBFX: PWTYX (33 years) vs RLBFX (24 years). PWTYX (0.77) is less costly to investors than RLBFX (0.29). PWTYX is a more actively managed with annual turnover of: 57.00 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 : 9.43 vs. PWTYX (2.65). RLBFX return over 5 years is better than : 36.27 vs. PWTYX (0.76).
| PWTYX | RLBFX | PWTYX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.29 | 266% |
| Annual Report Gross Expense Ratio | 0.77 | 0.29 | 266% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 4.374 | 10.862 | 40% |
| 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 | 1.62 | 1.93 | 84% |
| Returns for 1 year | 2.65 | 9.43 | 28% |
| Returns for 3 years | 31.51 | 38.80 | 81% |
| Returns for 5 years | 0.76 | 36.27 | 2% |
| Returns for 10 years | 38.99 | 77.06 | 51% |
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