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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$50.98
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets225.16M
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Dec 27, 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 RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. PWTAX (225M). PWTAX pays higher dividends than RLBAX: PWTAX (1.43) vs RLBAX (1.07). PWTAX was incepted earlier than RLBAX: PWTAX (33 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 57.00 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 : 8.49 vs. PWTAX (2.23). RLBAX return over 5 years is better than : 30.80 vs. PWTAX (-1.39).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.04 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.04 | 1.31 | 79% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 4.062 | 10.082 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 269B | 0% |
| Annual Yield % from dividends | 1.43 | 1.07 | 134% |
| Returns for 1 year | 2.23 | 8.49 | 26% |
| Returns for 3 years | 30.75 | 35.20 | 87% |
| Returns for 5 years | -1.39 | 30.80 | -5% |
| Returns for 10 years | 33.13 | 65.43 | 51% |
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