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PWTAX vs RAMHX
PWTAX vs RAMHX Comparison
Open Charts PWTAX vs RAMHX
UBS US Allocation A
Price$54.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.08
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
PWTAX vs RAMHX Comparison Chart
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PWTAX vs. RAMHX commentary
Dec 19, 2024
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 StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. PWTAX (213M). RAMHX pays higher dividends than PWTAX: RAMHX (1.84) vs PWTAX (1.32). PWTAX was incepted earlier than RAMHX: PWTAX (32 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). RAMHX has a lower initial minimum investment than PWTAX: RAMHX (250) vs PWTAX (1000). PWTAX annual gain was more profitable for investors over the last year : 18.03 vs. RAMHX (12.16). RAMHX return over 5 years is better than : 30.35 vs. PWTAX (16.44).
| PWTAX | RAMHX | PWTAX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 17.118 | 11.169 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 241B | 0% |
| Annual Yield % from dividends | 1.32 | 1.84 | 71% |
| Returns for 1 year | 18.03 | 12.16 | 148% |
| Returns for 3 years | -8.86 | 10.76 | -82% |
| Returns for 5 years | 16.44 | 30.35 | 54% |
| Returns for 10 years | 43.04 | 42.75 | 101% |
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