Ad is loading...
PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$49.62
Change-$0.62 (-1.23%)
VolumeN/A
Net Assets221.06M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
PWTAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTAX vs. RLBFX commentary
Feb 23, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. PWTAX (221M). 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). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. PWTAX (6.24). RLBFX return over 5 years is better than : 31.70 vs. PWTAX (5.20).
| 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 | 2.552 | 2.908 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 242B | 0% |
| Annual Yield % from dividends | 1.32 | 2.50 | 53% |
| Returns for 1 year | 6.24 | 9.54 | 65% |
| Returns for 3 years | 5.19 | 18.32 | 28% |
| Returns for 5 years | 5.20 | 31.70 | 16% |
| Returns for 10 years | 30.16 | 55.11 | 55% |