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PWTAX vs RLBAX
PWTAX vs RLBAX Comparison
Open Charts PWTAX vs RLBAX
UBS US Allocation A
Price$51.21
Change-$3.37 (-6.17%)
VolumeN/A
Net Assets225.37M
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
PWTAX vs RLBAX Comparison Chart in %
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PWTAX vs. RLBAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. PWTAX (225M). RLBAX (1.22) and PWTAX (1.20) have matching dividends . PWTAX was incepted earlier than RLBAX: PWTAX (33 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than PWTAX (1.03). 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 : 10.45 vs. PWTAX (4.34). RLBAX return over 5 years is better than : 31.35 vs. PWTAX (-3.37).
| PWTAX | RLBAX | PWTAX / RLBAX | |
| Total Expense Ratio | 1.03 | 1.31 | 79% |
| Annual Report Gross Expense Ratio | 1.03 | 1.31 | 79% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.386 | 2.371 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 270B | 0% |
| Annual Yield % from dividends | 1.20 | 1.22 | 98% |
| Returns for 1 year | 4.34 | 10.45 | 41% |
| Returns for 3 years | 24.13 | 33.63 | 72% |
| Returns for 5 years | -3.37 | 31.35 | -11% |
| Returns for 10 years | 48.02 | 79.34 | 61% |
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