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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$45.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets197.57M
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
PWTAX vs RLBEX Comparison Chart
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PWTAX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. PWTAX (198M). RLBEX pays higher dividends than PWTAX: RLBEX (1.97) vs PWTAX (1.66). 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 : 2.55 vs. PWTAX (-3.02). RLBEX return over 5 years is better than : 31.66 vs. PWTAX (6.93).
| PWTAX | RLBEX | PWTAX / RLBEX | |
| Total Expense Ratio | 1.04 | 0.60 | 173% |
| Annual Report Gross Expense Ratio | 1.04 | 0.60 | 173% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -7.593 | -3.702 | 205% |
| 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 | 1.97 | 84% |
| Returns for 1 year | -3.02 | 2.55 | -119% |
| Returns for 3 years | -5.06 | 9.93 | -51% |
| Returns for 5 years | 6.93 | 31.66 | 22% |
| Returns for 10 years | 16.81 | 46.29 | 36% |
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