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PWTAX vs RLBGX
PWTAX vs RLBGX Comparison
Open Charts PWTAX vs RLBGX
UBS US Allocation A
Price$52.38
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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PWTAX vs RLBGX Comparison Chart
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PWTAX vs. RLBGX commentary
Sep 21, 2024
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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. PWTAX (232M). RLBGX pays higher dividends than PWTAX: RLBGX (2.55) vs PWTAX (1.32). PWTAX was incepted earlier than RLBGX: PWTAX (31 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). RLBGX has a lower initial minimum investment than PWTAX: RLBGX (250) vs PWTAX (1000). RLBGX annual gain was more profitable for investors over the last year : 24.80 vs. PWTAX (22.76). RLBGX return over 5 years is better than : 41.00 vs. PWTAX (15.78).
| PWTAX | RLBGX | PWTAX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 15 years | - |
| Gain YTD | 12.500 | 14.291 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 236B | 0% |
| Annual Yield % from dividends | 1.32 | 2.55 | 52% |
| Returns for 1 year | 22.76 | 24.80 | 92% |
| Returns for 3 years | -9.05 | 15.69 | -58% |
| Returns for 5 years | 15.78 | 41.00 | 38% |
| Returns for 10 years | 42.16 | 56.90 | 74% |
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