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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$49.62
Change-$0.62 (-1.23%)
VolumeN/A
Net Assets221.06M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
PWTAX vs RLBEX Comparison Chart
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PWTAX vs. RLBEX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. PWTAX (221M). RLBEX pays higher dividends than PWTAX: RLBEX (2.24) vs PWTAX (1.32). PWTAX was incepted earlier than RLBEX: PWTAX (32 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). 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 : 9.22 vs. PWTAX (6.24). RLBEX return over 5 years is better than : 30.07 vs. PWTAX (5.20).
| PWTAX | RLBEX | PWTAX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.552 | 2.889 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 242B | 0% |
| Annual Yield % from dividends | 1.32 | 2.24 | 59% |
| Returns for 1 year | 6.24 | 9.22 | 68% |
| Returns for 3 years | 5.19 | 17.55 | 30% |
| Returns for 5 years | 5.20 | 30.07 | 17% |
| Returns for 10 years | 30.16 | 54.52 | 55% |
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