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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$55.69
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets224.59M
American Funds American Balanced R2E
Price$38.44
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets263.06B
PWTYX vs RAMHX Comparison Chart in %
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PWTYX vs. RAMHX commentary
Sep 16, 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 PWTYX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. PWTYX (225M). PWTYX pays higher dividends than RAMHX: PWTYX (1.71) vs RAMHX (1.40). PWTYX was incepted earlier than RAMHX: PWTYX (32 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than PWTYX: RAMHX (250) vs PWTYX (2000000). RAMHX annual gain was more profitable for investors over the last year : 9.16 vs. PWTYX (5.52). RAMHX return over 5 years is better than : 39.18 vs. PWTYX (10.83).
| PWTYX | RAMHX | PWTYX / RAMHX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 9.638 | 12.769 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 263B | 0% |
| Annual Yield % from dividends | 1.71 | 1.40 | 122% |
| Returns for 1 year | 5.52 | 9.16 | 60% |
| Returns for 3 years | 26.50 | 41.30 | 64% |
| Returns for 5 years | 10.83 | 39.18 | 28% |
| Returns for 10 years | 49.46 | 73.92 | 67% |
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