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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$52.23
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
PWTAX vs RLBCX Comparison Chart in %
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PWTAX vs. RLBCX commentary
Aug 17, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. PWTAX (220M). RLBCX (1.56) and PWTAX (1.54) 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 : 7.61 vs. PWTAX (4.18). RLBCX return over 5 years is better than : 36.26 vs. PWTAX (6.40).
| 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 | 6.614 | 9.537 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 256B | 0% |
| Annual Yield % from dividends | 1.54 | 1.56 | 99% |
| Returns for 1 year | 4.18 | 7.61 | 55% |
| Returns for 3 years | 12.25 | 28.47 | 43% |
| Returns for 5 years | 6.40 | 36.26 | 18% |
| Returns for 10 years | 35.22 | 63.18 | 56% |
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