PWTAX
Price
$54.53
Change
-$0.71 (-1.29%)
Updated
Nov 13 closing price
Net Assets
224.88M
RLBAX
Price
$38.66
Change
-$0.48 (-1.23%)
Updated
Nov 13 closing price
Net Assets
268.67B
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PWTAX vs RLBAX

Header iconPWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAXBanner chart's image
UBS US Allocation A
Price$54.53
Change-$0.71 (-1.29%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Nov 14, 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 RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. PWTAX (225M). PWTAX pays higher dividends than RLBAX: PWTAX (1.44) vs RLBAX (1.08). PWTAX was incepted earlier than RLBAX: PWTAX (33 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than PWTAX: RLBAX (250) vs PWTAX (1000). RLBAX annual gain was more profitable for investors over the last year : 9.08 vs. PWTAX (3.84). RLBAX return over 5 years is better than : 36.92 vs. PWTAX (6.10).
PWTAXRLBAXPWTAX / RLBAX
Total Expense Ratio1.041.3179%
Annual Report Gross Expense Ratio1.041.3179%
Fund Existence33 years23 years-
Gain YTD12.75815.48182%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets225M269B0%
Annual Yield % from dividends1.441.08133%
Returns for 1 year3.849.0842%
Returns for 3 years26.8040.5266%
Returns for 5 years6.1036.9217%
Returns for 10 years46.3769.9966%
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