PWTYX
Price
$52.74
Change
+$0.15 (+0.29%)
Updated
Dec 24 closing price
Net Assets
224.95M
RLBFX
Price
$37.71
Change
+$0.13 (+0.35%)
Updated
Dec 24 closing price
Net Assets
269.37B
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PWTYX vs RLBFX

Header iconPWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFXBanner chart's image
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.

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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).
PWTYXRLBFXPWTYX / RLBFX
Total Expense Ratio0.770.29266%
Annual Report Gross Expense Ratio0.770.29266%
Fund Existence33 years24 years-
Gain YTD4.37410.86240%
Front LoadN/AN/A-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets225M269B0%
Annual Yield % from dividends1.621.9384%
Returns for 1 year2.659.4328%
Returns for 3 years31.5138.8081%
Returns for 5 years0.7636.272%
Returns for 10 years38.9977.0651%
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