PWTAX
Price
$47.41
Change
-$0.79 (-1.64%)
Updated
Mar 10 closing price
Net Assets
213.59M
RLBEX
Price
$34.03
Change
-$0.57 (-1.65%)
Updated
Mar 10 closing price
Net Assets
237.28B
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PWTAX vs RLBEX

Header iconPWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEXBanner chart's image
UBS US Allocation A
Price$47.41
Change-$0.79 (-1.64%)
VolumeN/A
Net Assets213.59M
American Funds American Balanced R4
Price$34.03
Change-$0.57 (-1.65%)
VolumeN/A
Net Assets237.28B
PWTAX vs RLBEX Comparison Chart
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PWTAX vs. RLBEX commentary
Mar 11, 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 RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. PWTAX (214M). RLBEX pays higher dividends than PWTAX: RLBEX (1.91) vs PWTAX (1.59). PWTAX was incepted earlier than RLBEX: PWTAX (32 years) vs RLBEX (23 years). PWTAX (1.04) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (58.00). RLBEX has a lower initial minimum investment than PWTAX: RLBEX (250) vs PWTAX (1000). RLBEX annual gain was more profitable for investors over the last year : 5.13 vs. PWTAX (0.31). RLBEX return over 5 years is better than : 34.46 vs. PWTAX (8.65).
PWTAXRLBEXPWTAX / RLBEX
Total Expense Ratio1.040.60173%
Annual Report Gross Expense Ratio1.040.60173%
Fund Existence32 years23 years-
Gain YTD-1.6130.963-167%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets214M237B0%
Annual Yield % from dividends1.591.9183%
Returns for 1 year0.315.136%
Returns for 3 years3.3117.2519%
Returns for 5 years8.6534.4625%
Returns for 10 years27.6655.2450%
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