Ad is loading...
PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
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
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | -1.613 | 0.963 | -167% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 237B | 0% |
| Annual Yield % from dividends | 1.59 | 1.91 | 83% |
| Returns for 1 year | 0.31 | 5.13 | 6% |
| Returns for 3 years | 3.31 | 17.25 | 19% |
| Returns for 5 years | 8.65 | 34.46 | 25% |
| Returns for 10 years | 27.66 | 55.24 | 50% |