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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$52.23
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Aug 17, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. PWTAX (220M). PWTAX pays higher dividends than RLBAX: PWTAX (1.54) vs RLBAX (1.17). 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 : 7.15 vs. PWTAX (4.18). RLBAX return over 5 years is better than : 33.77 vs. PWTAX (6.40).
| 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 | 6.614 | 9.243 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 256B | 0% |
| Annual Yield % from dividends | 1.54 | 1.17 | 131% |
| Returns for 1 year | 4.18 | 7.15 | 58% |
| Returns for 3 years | 12.25 | 27.06 | 45% |
| Returns for 5 years | 6.40 | 33.77 | 19% |
| Returns for 10 years | 35.22 | 59.12 | 60% |