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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTAX vs RLBEX Comparison Chart in %
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PWTAX vs. RLBEX commentary
Jul 06, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. PWTAX (219M). RLBEX pays higher dividends than PWTAX: RLBEX (1.83) vs PWTAX (1.56). PWTAX was incepted earlier than RLBEX: PWTAX (32 years) vs RLBEX (23 years). PWTAX (1.04) is less costly to investors than RLBEX (0.59). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). 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 : 7.86 vs. PWTAX (3.14). RLBEX return over 5 years is better than : 41.38 vs. PWTAX (10.34).
| PWTAX | RLBEX | PWTAX / RLBEX | |
| Total Expense Ratio | 1.04 | 0.59 | 176% |
| Annual Report Gross Expense Ratio | 1.04 | 0.59 | 176% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 4.287 | 8.064 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.56 | 1.83 | 85% |
| Returns for 1 year | 3.14 | 7.86 | 40% |
| Returns for 3 years | 18.85 | 35.05 | 54% |
| Returns for 5 years | 10.34 | 41.38 | 25% |
| Returns for 10 years | 33.67 | 67.17 | 50% |