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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$49.62
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets223.19M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
PWTAX vs RLBCX Comparison Chart
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PWTAX vs. RLBCX commentary
Jan 19, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. PWTAX (223M). RLBCX pays higher dividends than PWTAX: RLBCX (1.98) vs PWTAX (1.32). PWTAX was incepted earlier than RLBCX: PWTAX (32 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). RLBCX has a lower initial minimum investment than PWTAX: RLBCX (250) vs PWTAX (1000). RLBCX annual gain was more profitable for investors over the last year : 11.92 vs. PWTAX (9.15). RLBCX return over 5 years is better than : 28.12 vs. PWTAX (4.57).
| PWTAX | RLBCX | PWTAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.286 | 1.935 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 240B | 0% |
| Annual Yield % from dividends | 1.32 | 1.98 | 67% |
| Returns for 1 year | 9.15 | 11.92 | 77% |
| Returns for 3 years | -0.27 | 11.58 | -2% |
| Returns for 5 years | 4.57 | 28.12 | 16% |
| Returns for 10 years | 34.28 | 53.41 | 64% |
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