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PWTAX vs RLEFX
PWTAX vs RLEFX Comparison
Open Charts PWTAX vs RLEFX
UBS US Allocation A
Price$52.38
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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PWTAX vs RLEFX Comparison Chart
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PWTAX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. PWTAX (232M). RLEFX pays higher dividends than PWTAX: RLEFX (2.42) vs PWTAX (1.32). PWTAX was incepted earlier than RLEFX: PWTAX (31 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). 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 : 24.64 vs. PWTAX (19.23). RLEFX return over 5 years is better than : 40.23 vs. PWTAX (14.76).
| PWTAX | RLEFX | PWTAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 11.512 | 14.180 | 81% |
| 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 | 2.42 | 55% |
| Returns for 1 year | 19.23 | 24.64 | 78% |
| Returns for 3 years | -10.91 | 15.33 | -71% |
| Returns for 5 years | 14.76 | 40.23 | 37% |
| Returns for 10 years | 39.35 | N/A | - |