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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$51.21
Change-$3.37 (-6.17%)
VolumeN/A
Net Assets225.37M
American Funds American Balanced R4
Price$38.28
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
PWTAX vs RLBEX Comparison Chart in %
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PWTAX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. PWTAX (225M). RLBEX pays higher dividends than PWTAX: RLBEX (1.87) vs PWTAX (1.20). PWTAX was incepted earlier than RLBEX: PWTAX (33 years) vs RLBEX (24 years). PWTAX (1.03) is less costly to investors than RLBEX (0.59). PWTAX is a more actively managed with annual turnover of: 57.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTAX: RLBEX (250) vs PWTAX (1000). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. PWTAX (4.34). RLBEX return over 5 years is better than : 35.56 vs. PWTAX (-3.37).
| PWTAX | RLBEX | PWTAX / RLBEX | |
| Total Expense Ratio | 1.03 | 0.59 | 175% |
| Annual Report Gross Expense Ratio | 1.03 | 0.59 | 175% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.386 | 2.459 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 270B | 0% |
| Annual Yield % from dividends | 1.20 | 1.87 | 64% |
| Returns for 1 year | 4.34 | 11.32 | 38% |
| Returns for 3 years | 24.13 | 36.71 | 66% |
| Returns for 5 years | -3.37 | 35.56 | -9% |
| Returns for 10 years | 48.02 | 90.55 | 53% |
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