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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$54.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
PWTAX vs RLBFX Comparison Chart
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PWTAX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. PWTAX (213M). RLBFX pays higher dividends than PWTAX: RLBFX (2.50) vs PWTAX (1.32). PWTAX was incepted earlier than RLBFX: PWTAX (32 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). RLBFX has a lower initial minimum investment than PWTAX: RLBFX (250) vs PWTAX (1000). PWTAX annual gain was more profitable for investors over the last year : 18.03 vs. RLBFX (12.81). RLBFX return over 5 years is better than : 34.29 vs. PWTAX (16.44).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 17.118 | 11.792 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 2.50 | 53% |
| Returns for 1 year | 18.03 | 12.81 | 141% |
| Returns for 3 years | -8.86 | 12.40 | -71% |
| Returns for 5 years | 16.44 | 34.29 | 48% |
| Returns for 10 years | 43.04 | 48.83 | 88% |
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