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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$54.53
Change-$0.71 (-1.29%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
PWTAX vs RLBCX Comparison Chart in %
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PWTAX vs. RLBCX commentary
Nov 14, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PWTAX (225M). RLBCX (1.46) and PWTAX (1.44) have matching dividends . PWTAX was incepted earlier than RLBCX: PWTAX (33 years) vs RLBCX (23 years). PWTAX (1.04) is less costly to investors than RLBCX (0.89). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than PWTAX: RLBCX (250) vs PWTAX (1000). RLBCX annual gain was more profitable for investors over the last year : 8.39 vs. PWTAX (3.84). RLBCX return over 5 years is better than : 37.74 vs. PWTAX (6.10).
| PWTAX | RLBCX | PWTAX / RLBCX | |
| Total Expense Ratio | 1.04 | 0.89 | 117% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 12.758 | 14.512 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 269B | 0% |
| Annual Yield % from dividends | 1.44 | 1.46 | 98% |
| Returns for 1 year | 3.84 | 8.39 | 46% |
| Returns for 3 years | 26.80 | 41.39 | 65% |
| Returns for 5 years | 6.10 | 37.74 | 16% |
| Returns for 10 years | 46.37 | 70.87 | 65% |
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