PWTAX
Price
$51.65
Change
+$0.17 (+0.33%)
Updated
Jul 25 closing price
Net Assets
218.94M
RLBFX
Price
$37.27
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
Interact to see
Advertisement

PWTAX vs RLBFX

Header iconPWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFXBanner chart's image
UBS US Allocation A
Price$51.65
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets218.94M
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
PWTAX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PWTAX vs. RLBFX commentary
Jul 28, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. PWTAX (219M). RLBFX pays higher dividends than PWTAX: RLBFX (2.10) vs PWTAX (1.56). 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 : 10.60 vs. PWTAX (5.27). RLBFX return over 5 years is better than : 41.40 vs. PWTAX (8.50).
PWTAXRLBFXPWTAX / RLBFX
Total Expense Ratio1.040.29359%
Annual Report Gross Expense Ratio1.040.29359%
Fund Existence32 years23 years-
Gain YTD5.4309.18959%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets219M254B0%
Annual Yield % from dividends1.562.1074%
Returns for 1 year5.2710.6050%
Returns for 3 years17.6735.7949%
Returns for 5 years8.5041.4021%
Returns for 10 years33.5568.1549%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CSCRX30.820.20
+0.65%
Columbia Small Cap Growth Inst2
ACIHX65.600.38
+0.58%
American Century Growth G
PJIAX21.400.10
+0.47%
PGIM Jennison Focused Value A
DDIIX15.470.04
+0.26%
Macquarie Wealth Builder Institutional
LPERX4.710.01
+0.21%
ALPS Global Opportunity R