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PWTAX vs RLEFX
PWTAX vs RLEFX Comparison
Open Charts PWTAX vs RLEFX
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
PWTAX vs RLEFX Comparison Chart in %
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PWTAX vs. RLEFX commentary
Jul 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. PWTAX (219M). RLEFX pays higher dividends than PWTAX: RLEFX (2.01) vs PWTAX (1.56). PWTAX was incepted earlier than RLEFX: PWTAX (32 years) vs RLEFX (10 years). PWTAX (1.04) is less costly to investors than RLEFX (0.39). PWTAX is a more actively managed with annual turnover of: 58.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than PWTAX: RLEFX (250) vs PWTAX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. PWTAX (3.14). RLEFX return over 5 years is better than : 42.56 vs. PWTAX (10.34).
| PWTAX | RLEFX | PWTAX / RLEFX | |
| Total Expense Ratio | 1.04 | 0.39 | 267% |
| Annual Report Gross Expense Ratio | 1.04 | 0.39 | 267% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 4.287 | 8.164 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.56 | 2.01 | 77% |
| Returns for 1 year | 3.14 | 8.07 | 39% |
| Returns for 3 years | 18.85 | 35.76 | 53% |
| Returns for 5 years | 10.34 | 42.56 | 24% |
| Returns for 10 years | 33.67 | N/A | - |
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