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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$53.04
Change-$3.36 (-5.96%)
VolumeN/A
Net Assets224.44M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. PWTYX (224M). RLBFX pays higher dividends than PWTYX: RLBFX (2.13) vs PWTYX (1.32). 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 annual gain was more profitable for investors over the last year : 11.69 vs. PWTYX (4.88). RLBFX return over 5 years is better than : 37.38 vs. PWTYX (-1.05).
| 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 | 1.415 | 2.503 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 270B | 0% |
| Annual Yield % from dividends | 1.32 | 2.13 | 62% |
| Returns for 1 year | 4.88 | 11.69 | 42% |
| Returns for 3 years | 25.70 | 38.02 | 68% |
| Returns for 5 years | -1.05 | 37.38 | -3% |
| Returns for 10 years | 54.17 | 91.94 | 59% |
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