PWTAX
Price
$54.53
Change
-$0.00 (-0.00%)
Updated
Dec 17 closing price
RLBEX
Price
$34.19
Change
-$0.82 (-2.34%)
Updated
Dec 18 closing price
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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$54.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
PWTAX vs RLBEX Comparison Chart
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PWTAX vs. RLBEX commentary
Dec 19, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. PWTAX (213M). 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). PWTAX annual gain was more profitable for investors over the last year : 18.03 vs. RLBEX (12.54). RLBEX return over 5 years is better than : 32.64 vs. PWTAX (16.44).
PWTAXRLBEXPWTAX / RLBEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years23 years-
Gain YTD17.11811.518149%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets213M241B0%
Annual Yield % from dividends1.322.2459%
Returns for 1 year18.0312.54144%
Returns for 3 years-8.8611.73-76%
Returns for 5 years16.4432.6450%
Returns for 10 years43.0448.2889%
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