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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$49.62
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets223.19M
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PWTAX vs RLBEX Comparison Chart
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PWTAX vs. RLBEX commentary
Jan 19, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. PWTAX (223M). 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 : 12.28 vs. PWTAX (9.15). RLBEX return over 5 years is better than : 29.82 vs. PWTAX (4.57).
| 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 | 1.286 | 1.955 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 240B | 0% |
| Annual Yield % from dividends | 1.32 | 2.24 | 59% |
| Returns for 1 year | 9.15 | 12.28 | 75% |
| Returns for 3 years | -0.27 | 12.34 | -2% |
| Returns for 5 years | 4.57 | 29.82 | 15% |
| Returns for 10 years | 34.28 | 58.04 | 59% |
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