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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$54.36
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets225.58M
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Oct 20, 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.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. PWTAX (226M). PWTAX pays higher dividends than RLBAX: PWTAX (1.46) vs RLBAX (1.10). PWTAX was incepted earlier than RLBAX: PWTAX (32 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 : 7.84 vs. PWTAX (3.84). RLBAX return over 5 years is better than : 37.69 vs. PWTAX (6.81).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.04 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.04 | 1.31 | 79% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 10.961 | 13.947 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 266B | 0% |
| Annual Yield % from dividends | 1.46 | 1.10 | 133% |
| Returns for 1 year | 3.84 | 7.84 | 49% |
| Returns for 3 years | 31.46 | 47.39 | 66% |
| Returns for 5 years | 6.81 | 37.69 | 18% |
| Returns for 10 years | 44.72 | 67.66 | 66% |
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