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PWTAX vs RLBBX
PWTAX vs RLBBX Comparison
Open Charts PWTAX vs RLBBX
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTAX vs RLBBX Comparison Chart in %
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PWTAX vs. RLBBX commentary
Jul 07, 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: 252B vs. PWTAX (219M). PWTAX pays higher dividends than RLBBX: PWTAX (1.56) vs RLBBX (1.17). 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 : 7.05 vs. PWTAX (3.14). RLBBX return over 5 years is better than : 37.07 vs. PWTAX (10.34).
| 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 | 4.287 | 7.674 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.56 | 1.17 | 133% |
| Returns for 1 year | 3.14 | 7.05 | 45% |
| Returns for 3 years | 18.85 | 32.48 | 58% |
| Returns for 5 years | 10.34 | 37.07 | 28% |
| Returns for 10 years | 33.67 | 58.03 | 58% |
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