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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$47.43
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTAX vs RLBCX Comparison Chart
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PWTAX vs. RLBCX commentary
May 09, 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: 234B vs. PWTAX (206M). RLBCX (1.70) and PWTAX (1.67) 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 : 4.33 vs. PWTAX (-1.45). RLBCX return over 5 years is better than : 34.74 vs. PWTAX (8.66).
| 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 | -3.756 | 0.176 | -2,132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.67 | 1.70 | 99% |
| Returns for 1 year | -1.45 | 4.33 | -33% |
| Returns for 3 years | 4.27 | 18.44 | 23% |
| Returns for 5 years | 8.66 | 34.74 | 25% |
| Returns for 10 years | 21.95 | 47.04 | 47% |
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