Interact to see
Advertisement
Advertisement
PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$51.65
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets218.94M
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
PWTAX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWTAX vs. RLBAX commentary
Jul 28, 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: 254B vs. PWTAX (219M). PWTAX pays higher dividends than RLBAX: PWTAX (1.56) vs RLBAX (1.18). 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 : 9.42 vs. PWTAX (5.27). RLBAX return over 5 years is better than : 35.28 vs. PWTAX (8.50).
| 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 | 5.430 | 8.565 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 254B | 0% |
| Annual Yield % from dividends | 1.56 | 1.18 | 132% |
| Returns for 1 year | 5.27 | 9.42 | 56% |
| Returns for 3 years | 17.67 | 32.14 | 55% |
| Returns for 5 years | 8.50 | 35.28 | 24% |
| Returns for 10 years | 33.55 | 58.06 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers