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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$50.98
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets225.16M
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
PWTAX vs RLBFX Comparison Chart in %
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PWTAX vs. RLBFX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PWTAX (225M). RLBFX pays higher dividends than PWTAX: RLBFX (1.93) vs PWTAX (1.43). 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: 57.00 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 : 9.39 vs. PWTAX (2.23). RLBFX return over 5 years is better than : 36.42 vs. PWTAX (-1.39).
| 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 | 4.062 | 10.980 | 37% |
| 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 | 1.43 | 1.93 | 74% |
| Returns for 1 year | 2.23 | 9.39 | 24% |
| Returns for 3 years | 30.75 | 39.23 | 78% |
| Returns for 5 years | -1.39 | 36.42 | -4% |
| Returns for 10 years | 33.13 | 76.59 | 43% |
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