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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTAX vs RLBFX Comparison Chart in %
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PWTAX vs. RLBFX commentary
Jul 06, 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: 252B 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 : 8.18 vs. PWTAX (3.14). RLBFX return over 5 years is better than : 43.24 vs. PWTAX (10.34).
| 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 | 4.287 | 8.222 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.56 | 2.10 | 74% |
| Returns for 1 year | 3.14 | 8.18 | 38% |
| Returns for 3 years | 18.85 | 36.13 | 52% |
| Returns for 5 years | 10.34 | 43.24 | 24% |
| Returns for 10 years | 33.67 | 68.15 | 49% |
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