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PWTAX vs RLBBX
PWTAX vs RLBBX Comparison
Open Charts PWTAX vs RLBBX
UBS US Allocation A
Price$52.86
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets221.71M
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PWTAX vs RLBBX Comparison Chart in %
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PWTAX vs. RLBBX commentary
Sep 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: 258B vs. PWTAX (222M). PWTAX pays higher dividends than RLBBX: PWTAX (1.51) vs RLBBX (1.15). 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 : 9.11 vs. PWTAX (5.18). RLBBX return over 5 years is better than : 35.40 vs. PWTAX (6.67).
| 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 | 7.900 | 10.795 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 258B | 0% |
| Annual Yield % from dividends | 1.51 | 1.15 | 131% |
| Returns for 1 year | 5.18 | 9.11 | 57% |
| Returns for 3 years | 22.47 | 37.13 | 61% |
| Returns for 5 years | 6.67 | 35.40 | 19% |
| Returns for 10 years | 41.74 | 67.75 | 62% |
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