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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$49.14
Change-$0.43 (-0.87%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PWTAX vs RLBAX Comparison Chart
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PWTAX vs. RLBAX commentary
Jun 15, 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: 244B vs. PWTAX (212M). PWTAX pays higher dividends than RLBAX: PWTAX (1.62) vs RLBAX (1.23). 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 : 4.45 vs. PWTAX (-0.08). RLBAX return over 5 years is better than : 34.05 vs. PWTAX (8.61).
| 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 | 0.306 | 4.085 | 7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.62 | 1.23 | 132% |
| Returns for 1 year | -0.08 | 4.45 | -2% |
| Returns for 3 years | 16.26 | 30.02 | 54% |
| Returns for 5 years | 8.61 | 34.05 | 25% |
| Returns for 10 years | 27.37 | 51.23 | 53% |
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