Interact to see
Advertisement
Advertisement
PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTAX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWTAX vs. RLBCX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. PWTAX (219M). RLBCX (1.57) and PWTAX (1.56) have matching dividends . PWTAX was incepted earlier than RLBCX: PWTAX (32 years) vs RLBCX (23 years). PWTAX (1.04) is less costly to investors than RLBCX (0.89). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBCX (44.00). 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 : 7.52 vs. PWTAX (3.14). RLBCX return over 5 years is better than : 39.59 vs. PWTAX (10.34).
| PWTAX | RLBCX | PWTAX / RLBCX | |
| Total Expense Ratio | 1.04 | 0.89 | 117% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 4.287 | 7.917 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.56 | 1.57 | 99% |
| Returns for 1 year | 3.14 | 7.52 | 42% |
| Returns for 3 years | 18.85 | 34.01 | 55% |
| Returns for 5 years | 10.34 | 39.59 | 26% |
| Returns for 10 years | 33.67 | 62.14 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement