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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$47.43
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTAX vs RLBFX Comparison Chart
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PWTAX vs. RLBFX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. PWTAX (206M). RLBFX pays higher dividends than PWTAX: RLBFX (2.26) vs PWTAX (1.67). 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 : 5.06 vs. PWTAX (-0.91). RLBFX return over 5 years is better than : 38.47 vs. PWTAX (9.03).
| 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 | -3.429 | 0.528 | -649% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.67 | 2.26 | 74% |
| Returns for 1 year | -0.91 | 5.06 | -18% |
| Returns for 3 years | 7.18 | 22.75 | 32% |
| Returns for 5 years | 9.03 | 38.47 | 23% |
| Returns for 10 years | 22.86 | 53.33 | 43% |