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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$51.02
Change-$0.19 (-0.37%)
VolumeN/A
Net Assets224.44M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PWTAX vs RLBCX Comparison Chart in %
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PWTAX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PWTAX (224M). RLBCX pays higher dividends than PWTAX: RLBCX (1.62) vs PWTAX (1.20). PWTAX was incepted earlier than RLBCX: PWTAX (33 years) vs RLBCX (24 years). PWTAX (1.03) is less costly to investors than RLBCX (0.89). PWTAX is a more actively managed with annual turnover of: 57.00 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 : 10.97 vs. PWTAX (4.34). RLBCX return over 5 years is better than : 33.82 vs. PWTAX (-3.37).
| PWTAX | RLBCX | PWTAX / RLBCX | |
| Total Expense Ratio | 1.03 | 0.89 | 116% |
| Annual Report Gross Expense Ratio | 1.03 | 0.89 | 116% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.386 | 2.445 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 270B | 0% |
| Annual Yield % from dividends | 1.20 | 1.62 | 74% |
| Returns for 1 year | 4.34 | 10.97 | 40% |
| Returns for 3 years | 24.13 | 35.49 | 68% |
| Returns for 5 years | -3.37 | 33.82 | -10% |
| Returns for 10 years | 48.02 | 84.49 | 57% |
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