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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$49.14
Change-$0.43 (-0.87%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PWTAX vs RLBFX Comparison Chart
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PWTAX vs. RLBFX commentary
Jun 15, 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: 244B vs. PWTAX (212M). RLBFX pays higher dividends than PWTAX: RLBFX (2.18) vs PWTAX (1.62). 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 : 5.61 vs. PWTAX (-0.08). RLBFX return over 5 years is better than : 40.09 vs. PWTAX (8.61).
| 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 | 0.306 | 4.560 | 7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.62 | 2.18 | 74% |
| Returns for 1 year | -0.08 | 5.61 | -2% |
| Returns for 3 years | 16.26 | 33.66 | 48% |
| Returns for 5 years | 8.61 | 40.09 | 21% |
| Returns for 10 years | 27.37 | 60.51 | 45% |
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