Ad is loading...
PWTAX vs RAMHX
PWTAX vs RAMHX Comparison
Open Charts PWTAX vs RAMHX
UBS US Allocation A
Price$52.38
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PWTAX vs RAMHX Comparison Chart
Loading...
PWTAX vs. RAMHX commentary
Sep 21, 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 Buy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. PWTAX (232M). RAMHX pays higher dividends than PWTAX: RAMHX (1.84) vs PWTAX (1.32). PWTAX was incepted earlier than RAMHX: PWTAX (31 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). RAMHX (23.83) and PWTAX (22.76) have marching annual gain over last year. RAMHX return over 5 years is better than : 36.53 vs. PWTAX (15.78).
| PWTAX | RAMHX | PWTAX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 12.500 | 13.646 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 236B | 0% |
| Annual Yield % from dividends | 1.32 | 1.84 | 71% |
| Returns for 1 year | 22.76 | 23.83 | 96% |
| Returns for 3 years | -9.05 | 13.68 | -66% |
| Returns for 5 years | 15.78 | 36.53 | 43% |
| Returns for 10 years | 42.16 | 50.16 | 84% |