Ad is loading...
PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$49.62
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets223.19M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PWTAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTAX vs. RLBFX commentary
Jan 19, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. PWTAX (223M). RLBFX pays higher dividends than PWTAX: RLBFX (2.50) vs PWTAX (1.32). PWTAX was incepted earlier than RLBFX: PWTAX (32 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). 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 : 12.61 vs. PWTAX (9.15). RLBFX return over 5 years is better than : 31.46 vs. PWTAX (4.57).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.286 | 1.948 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 240B | 0% |
| Annual Yield % from dividends | 1.32 | 2.50 | 53% |
| Returns for 1 year | 9.15 | 12.61 | 73% |
| Returns for 3 years | -0.27 | 13.10 | -2% |
| Returns for 5 years | 4.57 | 31.46 | 15% |
| Returns for 10 years | 34.28 | 58.66 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...