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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$56.70
Change+$0.52 (+0.93%)
VolumeN/A
Net Assets227.56M
American Funds American Balanced R2E
Price$39.05
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets267.37B
PWTYX vs RAMHX Comparison Chart in %
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PWTYX vs. RAMHX commentary
Oct 22, 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 Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 267B vs. PWTYX (228M). PWTYX pays higher dividends than RAMHX: PWTYX (1.65) vs RAMHX (1.35). 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 : 8.84 vs. PWTYX (3.99). RAMHX return over 5 years is better than : 41.67 vs. PWTYX (10.38).
| 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 | 11.181 | 14.990 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 267B | 0% |
| Annual Yield % from dividends | 1.65 | 1.35 | 122% |
| Returns for 1 year | 3.99 | 8.84 | 45% |
| Returns for 3 years | 33.17 | 48.98 | 68% |
| Returns for 5 years | 10.38 | 41.67 | 25% |
| Returns for 10 years | 48.26 | 68.48 | 70% |
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