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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$50.25
Change+$0.29 (+0.58%)
VolumeN/A
Net Assets224.05M
American Funds American Balanced R1
Price$35.04
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
PWTAX vs RLBAX Comparison Chart
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PWTAX vs. RLBAX commentary
Jan 31, 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 PWTAX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. PWTAX (224M). RLBAX pays higher dividends than PWTAX: RLBAX (1.59) vs PWTAX (1.32). PWTAX was incepted earlier than RLBAX: PWTAX (32 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). RLBAX has a lower initial minimum investment than PWTAX: RLBAX (250) vs PWTAX (1000). RLBAX annual gain was more profitable for investors over the last year : 11.22 vs. PWTAX (8.54). RLBAX return over 5 years is better than : 29.68 vs. PWTAX (7.37).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.980 | 3.029 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 1.59 | 83% |
| Returns for 1 year | 8.54 | 11.22 | 76% |
| Returns for 3 years | 1.75 | 12.82 | 14% |
| Returns for 5 years | 7.37 | 29.68 | 25% |
| Returns for 10 years | 33.96 | 51.41 | 66% |