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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 279B vs. PWTAX (232M). RLBAX (1.14) and PWTAX (1.13) 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 : 16.80 vs. PWTAX (13.34). RLBAX return over 5 years is better than : 31.17 vs. PWTAX (-1.47).
| 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 | 7.919 | 9.354 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 279B | 0% |
| Annual Yield % from dividends | 1.13 | 1.14 | 99% |
| Returns for 1 year | 13.34 | 16.80 | 79% |
| Returns for 3 years | 31.49 | 42.23 | 75% |
| Returns for 5 years | -1.47 | 31.17 | -5% |
| Returns for 10 years | 43.56 | 77.06 | 57% |
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