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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$52.86
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets221.71M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PWTAX vs RLBFX Comparison Chart in %
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PWTAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 258B vs. PWTAX (222M). RLBFX pays higher dividends than PWTAX: RLBFX (2.05) vs PWTAX (1.51). PWTAX was incepted earlier than RLBFX: PWTAX (32 years) vs RLBFX (23 years). PWTAX (1.04) is less costly to investors than RLBFX (0.29). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than PWTAX: RLBFX (250) vs PWTAX (1000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. PWTAX (5.18). RLBFX return over 5 years is better than : 41.46 vs. PWTAX (6.67).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | 1.04 | 0.29 | 359% |
| Annual Report Gross Expense Ratio | 1.04 | 0.29 | 359% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.900 | 11.562 | 68% |
| 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 | 2.05 | 74% |
| Returns for 1 year | 5.18 | 10.28 | 50% |
| Returns for 3 years | 22.47 | 40.92 | 55% |
| Returns for 5 years | 6.67 | 41.46 | 16% |
| Returns for 10 years | 41.74 | 78.40 | 53% |
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