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PWTAX vs RLBFX
PWTAX vs RLBFX Comparison
Open Charts PWTAX vs RLBFX
UBS US Allocation A
Price$51.02
Change-$0.19 (-0.37%)
VolumeN/A
Net Assets224.44M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
PWTAX vs RLBFX Comparison Chart in %
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PWTAX vs. RLBFX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. PWTAX (224M). RLBFX pays higher dividends than PWTAX: RLBFX (2.13) vs PWTAX (1.20). PWTAX was incepted earlier than RLBFX: PWTAX (33 years) vs RLBFX (24 years). PWTAX (1.03) 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 : 11.69 vs. PWTAX (4.34). RLBFX return over 5 years is better than : 37.38 vs. PWTAX (-3.37).
| PWTAX | RLBFX | PWTAX / RLBFX | |
| Total Expense Ratio | 1.03 | 0.29 | 355% |
| Annual Report Gross Expense Ratio | 1.03 | 0.29 | 355% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.386 | 2.503 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 270B | 0% |
| Annual Yield % from dividends | 1.20 | 2.13 | 56% |
| Returns for 1 year | 4.34 | 11.69 | 37% |
| Returns for 3 years | 24.13 | 38.02 | 63% |
| Returns for 5 years | -3.37 | 37.38 | -9% |
| Returns for 10 years | 48.02 | 91.94 | 52% |
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