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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$52.86
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets221.92M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Sep 08, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PWTAX (222M). PWTAX pays higher dividends than RLBAX: PWTAX (1.51) vs RLBAX (1.15). PWTAX was incepted earlier than RLBAX: PWTAX (32 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBAX (44.00). 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 : 9.12 vs. PWTAX (5.18). RLBAX return over 5 years is better than : 35.40 vs. PWTAX (6.67).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.04 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.04 | 1.31 | 79% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.900 | 10.805 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 259B | 0% |
| Annual Yield % from dividends | 1.51 | 1.15 | 131% |
| Returns for 1 year | 5.18 | 9.12 | 57% |
| Returns for 3 years | 22.47 | 37.15 | 60% |
| Returns for 5 years | 6.67 | 35.40 | 19% |
| Returns for 10 years | 41.74 | 67.71 | 62% |
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