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PWTYX vs RLBGX
PWTYX vs RLBGX Comparison
Open Charts PWTYX vs RLBGX
UBS US Allocation P
Price$56.36
Change-$0.74 (-1.30%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PWTYX vs RLBGX Comparison Chart in %
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PWTYX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. PWTYX (225M). RLBGX pays higher dividends than PWTYX: RLBGX (2.01) vs PWTYX (1.63). PWTYX was incepted earlier than RLBGX: PWTYX (33 years) vs RLBGX (17 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 : 10.35 vs. PWTYX (4.29). RLBGX return over 5 years is better than : 43.37 vs. PWTYX (8.48).
| PWTYX | RLBGX | PWTYX / RLBGX | |
| Total Expense Ratio | 0.77 | 0.25 | 308% |
| Annual Report Gross Expense Ratio | 0.77 | 0.25 | 308% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 13.002 | 16.570 | 78% |
| 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 | 2.01 | 81% |
| Returns for 1 year | 4.29 | 10.35 | 41% |
| Returns for 3 years | 28.34 | 44.95 | 63% |
| Returns for 5 years | 8.48 | 43.37 | 20% |
| Returns for 10 years | 52.07 | 81.84 | 64% |