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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$49.14
Change-$0.43 (-0.87%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PWTAX vs RLBCX Comparison Chart
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PWTAX vs. RLBCX commentary
Jun 15, 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: 244B vs. PWTAX (212M). RLBCX (1.63) and PWTAX (1.62) 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 : 4.94 vs. PWTAX (-0.08). RLBCX return over 5 years is better than : 36.51 vs. PWTAX (8.61).
| 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 | 0.306 | 4.294 | 7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.62 | 1.63 | 99% |
| Returns for 1 year | -0.08 | 4.94 | -2% |
| Returns for 3 years | 16.26 | 31.54 | 52% |
| Returns for 5 years | 8.61 | 36.51 | 24% |
| Returns for 10 years | 27.37 | 54.99 | 50% |
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