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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$56.95
Change+$0.32 (+0.57%)
VolumeN/A
Net Assets226.2M
American Funds American Balanced R2E
Price$39.55
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets269.83B
PWTYX vs RAMHX Comparison Chart in %
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PWTYX vs. RAMHX commentary
Nov 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. PWTYX (226M). PWTYX pays higher dividends than RAMHX: PWTYX (1.63) vs RAMHX (1.33). PWTYX was incepted earlier than RAMHX: PWTYX (33 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 : 9.66 vs. PWTYX (3.33). RAMHX return over 5 years is better than : 37.66 vs. PWTYX (5.10).
| PWTYX | RAMHX | PWTYX / RAMHX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 12.705 | 16.462 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 270B | 0% |
| Annual Yield % from dividends | 1.63 | 1.33 | 122% |
| Returns for 1 year | 3.33 | 9.66 | 34% |
| Returns for 3 years | 27.16 | 40.70 | 67% |
| Returns for 5 years | 5.10 | 37.66 | 14% |
| Returns for 10 years | 47.51 | 70.09 | 68% |
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