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PWTYX vs RLBGX
PWTYX vs RLBGX Comparison
Open Charts PWTYX vs RLBGX
UBS US Allocation P
Price$52.75
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTYX vs RLBGX Comparison Chart in %
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PWTYX vs. RLBGX commentary
Jul 07, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. PWTYX (219M). RLBGX pays higher dividends than PWTYX: RLBGX (2.15) vs PWTYX (1.76). PWTYX was incepted earlier than RLBGX: PWTYX (32 years) vs RLBGX (16 years). PWTYX (0.77) is less costly to investors than RLBGX (0.25). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than PWTYX: RLBGX (250) vs PWTYX (2000000). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. PWTYX (3.60). RLBGX return over 5 years is better than : 43.50 vs. PWTYX (12.81).
| PWTYX | RLBGX | PWTYX / RLBGX | |
| Total Expense Ratio | 0.77 | 0.25 | 308% |
| Annual Report Gross Expense Ratio | 0.77 | 0.25 | 308% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 4.393 | 8.259 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.76 | 2.15 | 82% |
| Returns for 1 year | 3.60 | 8.24 | 44% |
| Returns for 3 years | 20.27 | 36.31 | 56% |
| Returns for 5 years | 12.81 | 43.50 | 29% |
| Returns for 10 years | 38.85 | 68.54 | 57% |