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PWTAX vs RLBGX
PWTAX vs RLBGX Comparison
Open Charts PWTAX vs RLBGX
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTAX vs RLBGX Comparison Chart in %
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PWTAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. PWTAX (219M). RLBGX pays higher dividends than PWTAX: RLBGX (2.15) vs PWTAX (1.56). PWTAX was incepted earlier than RLBGX: PWTAX (32 years) vs RLBGX (16 years). PWTAX (1.04) is less costly to investors than RLBGX (0.25). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBGX (44.00). 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 : 8.24 vs. PWTAX (3.14). RLBGX return over 5 years is better than : 43.50 vs. PWTAX (10.34).
| PWTAX | RLBGX | PWTAX / RLBGX | |
| Total Expense Ratio | 1.04 | 0.25 | 416% |
| Annual Report Gross Expense Ratio | 1.04 | 0.25 | 416% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 4.287 | 8.259 | 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 | 2.15 | 73% |
| Returns for 1 year | 3.14 | 8.24 | 38% |
| Returns for 3 years | 18.85 | 36.31 | 52% |
| Returns for 5 years | 10.34 | 43.50 | 24% |
| Returns for 10 years | 33.67 | 68.54 | 49% |
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