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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$50.98
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets225.16M
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PWTAX vs RLBCX Comparison Chart in %
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PWTAX vs. RLBCX commentary
Dec 27, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PWTAX (225M). RLBCX (1.44) and PWTAX (1.43) have matching dividends . PWTAX was incepted earlier than RLBCX: PWTAX (33 years) vs RLBCX (24 years). PWTAX (1.04) 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 : 8.81 vs. PWTAX (2.23). RLBCX return over 5 years is better than : 33.04 vs. PWTAX (-1.39).
| 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 | 24 years | - |
| Gain YTD | 4.062 | 10.439 | 39% |
| 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 | 1.43 | 1.44 | 100% |
| Returns for 1 year | 2.23 | 8.81 | 25% |
| Returns for 3 years | 30.75 | 36.85 | 83% |
| Returns for 5 years | -1.39 | 33.04 | -4% |
| Returns for 10 years | 33.13 | 69.88 | 47% |
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