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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$54.36
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets225.59M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PWTAX vs RLBFX Comparison Chart in %
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PWTAX vs. RLBFX commentary
Oct 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. PWTAX (226M). RLBFX pays higher dividends than PWTAX: RLBFX (2.00) vs PWTAX (1.46). PWTAX was incepted earlier than RLBFX: PWTAX (32 years) vs RLBFX (23 years). PWTAX (1.04) is less costly to investors than RLBFX (0.29). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than PWTAX: RLBFX (250) vs PWTAX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. PWTAX (3.60). RLBFX return over 5 years is better than : 43.75 vs. PWTAX (6.73).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | 1.04 | 0.29 | 359% |
| Annual Report Gross Expense Ratio | 1.04 | 0.29 | 359% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 10.880 | 14.772 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 265B | 0% |
| Annual Yield % from dividends | 1.46 | 2.00 | 73% |
| Returns for 1 year | 3.60 | 9.05 | 40% |
| Returns for 3 years | 32.38 | 52.75 | 61% |
| Returns for 5 years | 6.73 | 43.75 | 15% |
| Returns for 10 years | 44.08 | 78.54 | 56% |
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