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PWTAX vs RLBBX
PWTAX vs RLBBX Comparison
Open Charts PWTAX vs RLBBX
UBS US Allocation A
Price$52.23
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets220.05M
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
PWTAX vs RLBBX Comparison Chart in %
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PWTAX vs. RLBBX commentary
Aug 17, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. PWTAX (220M). PWTAX pays higher dividends than RLBBX: PWTAX (1.54) vs RLBBX (1.16). PWTAX was incepted earlier than RLBBX: PWTAX (32 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than PWTAX: RLBBX (250) vs PWTAX (1000). RLBBX annual gain was more profitable for investors over the last year : 7.14 vs. PWTAX (4.18). RLBBX return over 5 years is better than : 33.77 vs. PWTAX (6.40).
| PWTAX | RLBBX | PWTAX / RLBBX | |
| Total Expense Ratio | 1.04 | 1.32 | 79% |
| Annual Report Gross Expense Ratio | 1.04 | 1.32 | 79% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 6.614 | 9.234 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 256B | 0% |
| Annual Yield % from dividends | 1.54 | 1.16 | 132% |
| Returns for 1 year | 4.18 | 7.14 | 58% |
| Returns for 3 years | 12.25 | 27.06 | 45% |
| Returns for 5 years | 6.40 | 33.77 | 19% |
| Returns for 10 years | 35.22 | 59.09 | 60% |
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