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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$49.62
Change-$0.62 (-1.23%)
VolumeN/A
Net Assets221.06M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
PWTAX vs RLBCX Comparison Chart
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PWTAX vs. RLBCX commentary
Feb 23, 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 Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. PWTAX (221M). 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 : 8.85 vs. PWTAX (6.24). RLBCX return over 5 years is better than : 28.37 vs. PWTAX (5.20).
| 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 | 2.552 | 2.844 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 242B | 0% |
| Annual Yield % from dividends | 1.32 | 1.98 | 67% |
| Returns for 1 year | 6.24 | 8.85 | 70% |
| Returns for 3 years | 5.19 | 16.79 | 31% |
| Returns for 5 years | 5.20 | 28.37 | 18% |
| Returns for 10 years | 30.16 | 50.06 | 60% |
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