PWTAX
Price
$48.77
Change
-$0.15 (-0.31%)
Updated
May 20 closing price
Net Assets
212.08M
RLBEX
Price
$35.20
Change
-$0.05 (-0.14%)
Updated
May 20 closing price
Net Assets
240.76B
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PWTAX vs RLBEX

Header iconPWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEXBanner chart's image
UBS US Allocation A
Price$48.77
Change-$0.15 (-0.31%)
VolumeN/A
Net Assets212.08M
American Funds American Balanced R4
Price$35.20
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets240.76B
PWTAX vs RLBEX Comparison Chart
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PWTAX vs. RLBEX commentary
May 21, 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.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. PWTAX (212M). RLBEX pays higher dividends than PWTAX: RLBEX (1.98) vs PWTAX (1.67). 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 : 5.65 vs. PWTAX (0.88). RLBEX return over 5 years is better than : 39.67 vs. PWTAX (11.76).
PWTAXRLBEXPWTAX / RLBEX
Total Expense Ratio1.040.59176%
Annual Report Gross Expense Ratio1.040.59176%
Fund Existence32 years23 years-
Gain YTD-0.1433.030-5%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets212M241B0%
Annual Yield % from dividends1.671.9885%
Returns for 1 year0.885.6516%
Returns for 3 years11.4824.7946%
Returns for 5 years11.7639.6730%
Returns for 10 years25.7155.9046%
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