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PWTAX vs RLBGX
PWTAX vs RLBGX Comparison
Open Charts PWTAX vs RLBGX
UBS US Allocation A
Price$47.43
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTAX vs RLBGX Comparison Chart
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PWTAX vs. RLBGX commentary
May 09, 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: 234B vs. PWTAX (206M). RLBGX pays higher dividends than PWTAX: RLBGX (2.31) vs PWTAX (1.67). 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 : 5.09 vs. PWTAX (-0.91). RLBGX return over 5 years is better than : 38.70 vs. PWTAX (9.03).
| 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 | -3.429 | 0.541 | -634% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.67 | 2.31 | 72% |
| Returns for 1 year | -0.91 | 5.09 | -18% |
| Returns for 3 years | 7.18 | 22.88 | 31% |
| Returns for 5 years | 9.03 | 38.70 | 23% |
| Returns for 10 years | 22.86 | 53.65 | 43% |