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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$54.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
PWTAX vs RLBAX Comparison Chart
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PWTAX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. PWTAX (213M). 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). PWTAX annual gain was more profitable for investors over the last year : 18.03 vs. RLBAX (11.90). RLBAX return over 5 years is better than : 28.83 vs. PWTAX (16.44).
| 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 | 17.118 | 10.911 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 1.59 | 83% |
| Returns for 1 year | 18.03 | 11.90 | 152% |
| Returns for 3 years | -8.86 | 10.12 | -88% |
| Returns for 5 years | 16.44 | 28.83 | 57% |
| Returns for 10 years | 43.04 | 40.93 | 105% |
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