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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$45.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets197.57M
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
PWTAX vs RLBAX Comparison Chart
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PWTAX vs. RLBAX commentary
Apr 18, 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: 225B vs. PWTAX (198M). PWTAX pays higher dividends than RLBAX: PWTAX (1.66) vs RLBAX (1.27). PWTAX was incepted earlier than RLBAX: PWTAX (32 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than PWTAX (1.04). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (58.00). 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 : 1.76 vs. PWTAX (-3.02). RLBAX return over 5 years is better than : 27.60 vs. PWTAX (6.93).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.04 | 1.33 | 78% |
| Annual Report Gross Expense Ratio | 1.04 | 1.33 | 78% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -7.593 | -3.908 | 194% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 225B | 0% |
| Annual Yield % from dividends | 1.66 | 1.27 | 130% |
| Returns for 1 year | -3.02 | 1.76 | -171% |
| Returns for 3 years | -5.06 | 8.00 | -63% |
| Returns for 5 years | 6.93 | 27.60 | 25% |
| Returns for 10 years | 16.81 | 38.50 | 44% |
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