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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$54.36
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets225.58M
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PWTAX vs RLBEX Comparison Chart in %
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PWTAX vs. RLBEX commentary
Oct 20, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. PWTAX (226M). RLBEX pays higher dividends than PWTAX: RLBEX (1.74) vs PWTAX (1.46). PWTAX was incepted earlier than RLBEX: PWTAX (32 years) vs RLBEX (23 years). PWTAX (1.04) is less costly to investors than RLBEX (0.59). PWTAX is a more actively managed with annual turnover of: 58.00 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 : 8.70 vs. PWTAX (3.84). RLBEX return over 5 years is better than : 42.04 vs. PWTAX (6.81).
| PWTAX | RLBEX | PWTAX / RLBEX | |
| Total Expense Ratio | 1.04 | 0.59 | 176% |
| Annual Report Gross Expense Ratio | 1.04 | 0.59 | 176% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 10.961 | 14.631 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 266B | 0% |
| Annual Yield % from dividends | 1.46 | 1.74 | 84% |
| Returns for 1 year | 3.84 | 8.70 | 44% |
| Returns for 3 years | 31.46 | 50.52 | 62% |
| Returns for 5 years | 6.81 | 42.04 | 16% |
| Returns for 10 years | 44.72 | 77.69 | 58% |
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