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PWTYX vs RLBFX
PWTYX vs RLBFX Comparison
Open Charts PWTYX vs RLBFX
UBS US Allocation P
Price$56.36
Change-$0.74 (-1.30%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PWTYX vs RLBFX Comparison Chart in %
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PWTYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PWTYX (225M). RLBFX pays higher dividends than PWTYX: RLBFX (1.97) vs PWTYX (1.63). 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: 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 : 10.28 vs. PWTYX (4.29). RLBFX return over 5 years is better than : 43.06 vs. PWTYX (8.48).
| 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 | 13.002 | 16.507 | 79% |
| 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 | 1.97 | 83% |
| Returns for 1 year | 4.29 | 10.28 | 42% |
| Returns for 3 years | 28.34 | 44.74 | 63% |
| Returns for 5 years | 8.48 | 43.06 | 20% |
| Returns for 10 years | 52.07 | 81.39 | 64% |
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