Ad is loading...
PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$47.43
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
PWTAX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTAX vs. RLBAX commentary
May 09, 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: 234B vs. PWTAX (206M). PWTAX pays higher dividends than RLBAX: PWTAX (1.67) vs RLBAX (1.28). 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 : 3.86 vs. PWTAX (-1.45). RLBAX return over 5 years is better than : 32.29 vs. PWTAX (8.66).
| 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 | -3.756 | 0.037 | -10,249% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.67 | 1.28 | 131% |
| Returns for 1 year | -1.45 | 3.86 | -37% |
| Returns for 3 years | 4.27 | 17.24 | 25% |
| Returns for 5 years | 8.66 | 32.29 | 27% |
| Returns for 10 years | 21.95 | 43.55 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...