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PWTAX vs RLBEX
PWTAX vs RLBEX Comparison
Open Charts PWTAX vs RLBEX
UBS US Allocation A
Price$54.53
Change-$0.71 (-1.29%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
PWTAX vs RLBEX Comparison Chart in %
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PWTAX vs. RLBEX commentary
Nov 14, 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: 269B vs. PWTAX (225M). RLBEX pays higher dividends than PWTAX: RLBEX (1.71) vs PWTAX (1.44). PWTAX was incepted earlier than RLBEX: PWTAX (33 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 : 9.94 vs. PWTAX (3.84). RLBEX return over 5 years is better than : 41.28 vs. PWTAX (6.10).
| PWTAX | RLBEX | PWTAX / RLBEX | |
| Total Expense Ratio | 1.04 | 0.59 | 176% |
| Annual Report Gross Expense Ratio | 1.04 | 0.59 | 176% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 12.758 | 16.221 | 79% |
| 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 | 1.44 | 1.71 | 84% |
| Returns for 1 year | 3.84 | 9.94 | 39% |
| Returns for 3 years | 26.80 | 43.51 | 62% |
| Returns for 5 years | 6.10 | 41.28 | 15% |
| Returns for 10 years | 46.37 | 80.23 | 58% |
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