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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Sep 12, 2026
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: 285B vs. PWTAX (225M). PWTAX (1.12) and RLBAX (1.12) have matching dividends . PWTAX was incepted earlier than RLBAX: PWTAX (33 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than PWTAX (1.03). PWTAX is a more actively managed with annual turnover of: 57.00 vs. RLBAX (50.00). 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 : 5.83 vs. PWTAX (2.12). RLBAX return over 5 years is better than : 27.39 vs. PWTAX (-4.32).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.03 | 1.32 | 78% |
| Annual Report Gross Expense Ratio | 1.03 | 1.32 | 78% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 7.385 | 7.935 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 285B | 0% |
| Annual Yield % from dividends | 1.12 | 1.12 | 100% |
| Returns for 1 year | 2.12 | 5.83 | 36% |
| Returns for 3 years | 27.39 | 38.21 | 72% |
| Returns for 5 years | -4.32 | 27.39 | -16% |
| Returns for 10 years | 39.89 | 75.00 | 53% |
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