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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$53.80
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets221.28M
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PWTAX (221M). PWTAX pays higher dividends than RLBAX: PWTAX (1.44) vs RLBAX (1.08). PWTAX was incepted earlier than RLBAX: PWTAX (33 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 : 8.15 vs. PWTAX (1.89). RLBAX return over 5 years is better than : 34.46 vs. PWTAX (2.47).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.04 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.04 | 1.31 | 79% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 9.655 | 13.298 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 263B | 0% |
| Annual Yield % from dividends | 1.44 | 1.08 | 133% |
| Returns for 1 year | 1.89 | 8.15 | 23% |
| Returns for 3 years | 24.13 | 38.05 | 63% |
| Returns for 5 years | 2.47 | 34.46 | 7% |
| Returns for 10 years | 38.97 | 63.50 | 61% |
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