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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$45.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets197.57M
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
PWTAX vs RLBCX Comparison Chart
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PWTAX vs. RLBCX commentary
Apr 18, 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: 225B vs. PWTAX (198M). RLBCX (1.69) and PWTAX (1.66) 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (58.00). 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 : 2.26 vs. PWTAX (-3.02). RLBCX return over 5 years is better than : 30.02 vs. PWTAX (6.93).
| 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 | -7.593 | -3.762 | 202% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 225B | 0% |
| Annual Yield % from dividends | 1.66 | 1.69 | 98% |
| Returns for 1 year | -3.02 | 2.26 | -134% |
| Returns for 3 years | -5.06 | 9.17 | -55% |
| Returns for 5 years | 6.93 | 30.02 | 23% |
| Returns for 10 years | 16.81 | 41.94 | 40% |
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