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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$45.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets197.57M
American Funds American Balanced R5
Price$33.02
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
PWTAX vs RLBFX Comparison Chart
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PWTAX vs. RLBFX commentary
Apr 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 225B vs. PWTAX (198M). RLBFX pays higher dividends than PWTAX: RLBFX (2.26) vs PWTAX (1.66). PWTAX was incepted earlier than RLBFX: PWTAX (32 years) vs RLBFX (23 years). PWTAX (1.04) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (58.00). 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 : 2.88 vs. PWTAX (-3.02). RLBFX return over 5 years is better than : 33.40 vs. PWTAX (6.93).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | 1.04 | 0.30 | 347% |
| Annual Report Gross Expense Ratio | 1.04 | 0.30 | 347% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -7.593 | -3.617 | 210% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 225B | 0% |
| Annual Yield % from dividends | 1.66 | 2.26 | 73% |
| Returns for 1 year | -3.02 | 2.88 | -105% |
| Returns for 3 years | -5.06 | 10.75 | -47% |
| Returns for 5 years | 6.93 | 33.40 | 21% |
| Returns for 10 years | 16.81 | 47.01 | 36% |