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PWTAX vs RLBGX
PWTAX vs RLBGX Comparison
Open Charts PWTAX vs RLBGX
UBS US Allocation A
Price$54.53
Change-$0.71 (-1.29%)
VolumeN/A
Net Assets224.88M
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PWTAX vs RLBGX Comparison Chart in %
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PWTAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. PWTAX (225M). RLBGX pays higher dividends than PWTAX: RLBGX (2.01) vs PWTAX (1.44). PWTAX was incepted earlier than RLBGX: PWTAX (33 years) vs RLBGX (17 years). PWTAX (1.04) is less costly to investors than RLBGX (0.25). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than PWTAX: RLBGX (250) vs PWTAX (1000). RLBGX annual gain was more profitable for investors over the last year : 10.35 vs. PWTAX (3.84). RLBGX return over 5 years is better than : 43.37 vs. PWTAX (6.10).
| PWTAX | RLBGX | PWTAX / RLBGX | |
| Total Expense Ratio | 1.04 | 0.25 | 416% |
| Annual Report Gross Expense Ratio | 1.04 | 0.25 | 416% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 12.758 | 16.570 | 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 | 2.01 | 71% |
| Returns for 1 year | 3.84 | 10.35 | 37% |
| Returns for 3 years | 26.80 | 44.95 | 60% |
| Returns for 5 years | 6.10 | 43.37 | 14% |
| Returns for 10 years | 46.37 | 81.84 | 57% |