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PWTAX vs RLBCX
PWTAX vs RLBCX Comparison
Open Charts PWTAX vs RLBCX
UBS US Allocation A
Price$52.86
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets221.71M
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PWTAX vs RLBCX Comparison Chart in %
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PWTAX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 258B vs. PWTAX (222M). RLBCX (1.53) and PWTAX (1.51) have matching dividends . PWTAX was incepted earlier than RLBCX: PWTAX (32 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 : 9.58 vs. PWTAX (5.18). RLBCX return over 5 years is better than : 37.90 vs. PWTAX (6.67).
| PWTAX | RLBCX | PWTAX / RLBCX | |
| Total Expense Ratio | 1.04 | 0.89 | 117% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.900 | 11.127 | 71% |
| 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 | 1.53 | 98% |
| Returns for 1 year | 5.18 | 9.58 | 54% |
| Returns for 3 years | 22.47 | 38.72 | 58% |
| Returns for 5 years | 6.67 | 37.90 | 18% |
| Returns for 10 years | 41.74 | 72.02 | 58% |
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