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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$51.65
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets218.94M
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
PWTAX vs RLBEX Comparison Chart in %
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PWTAX vs. RLBEX commentary
Jul 28, 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: 254B 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 : 10.25 vs. PWTAX (5.27). RLBEX return over 5 years is better than : 39.56 vs. PWTAX (8.50).
| 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 | 5.430 | 9.003 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 254B | 0% |
| Annual Yield % from dividends | 1.56 | 1.83 | 85% |
| Returns for 1 year | 5.27 | 10.25 | 51% |
| Returns for 3 years | 17.67 | 34.68 | 51% |
| Returns for 5 years | 8.50 | 39.56 | 21% |
| Returns for 10 years | 33.55 | 67.20 | 50% |
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