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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$51.65
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets218.94M
American Funds American Balanced R3
Price$36.95
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
PWTAX vs RLBCX Comparison Chart in %
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PWTAX vs. RLBCX commentary
Jul 28, 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: 254B 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 : 9.89 vs. PWTAX (5.27). RLBCX return over 5 years is better than : 37.80 vs. PWTAX (8.50).
| 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 | 5.430 | 8.830 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 254B | 0% |
| Annual Yield % from dividends | 1.56 | 1.57 | 99% |
| Returns for 1 year | 5.27 | 9.89 | 53% |
| Returns for 3 years | 17.67 | 33.65 | 53% |
| Returns for 5 years | 8.50 | 37.80 | 22% |
| Returns for 10 years | 33.55 | 62.13 | 54% |
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