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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$54.53
Change-$0.71 (-1.29%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PWTAX vs RLBFX Comparison Chart in %
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PWTAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PWTAX (225M). RLBFX pays higher dividends than PWTAX: RLBFX (1.97) vs PWTAX (1.44). PWTAX was incepted earlier than RLBFX: PWTAX (33 years) vs RLBFX (24 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 (3.84). RLBFX return over 5 years is better than : 43.06 vs. PWTAX (6.10).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | 1.04 | 0.29 | 359% |
| Annual Report Gross Expense Ratio | 1.04 | 0.29 | 359% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 12.758 | 16.507 | 77% |
| 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 | 1.97 | 73% |
| Returns for 1 year | 3.84 | 10.28 | 37% |
| Returns for 3 years | 26.80 | 44.74 | 60% |
| Returns for 5 years | 6.10 | 43.06 | 14% |
| Returns for 10 years | 46.37 | 81.39 | 57% |
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