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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$51.52
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets222.56M
American Funds American Balanced R2E
Price$35.15
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets241.31B
PWTYX vs RAMHX Comparison Chart
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PWTYX vs. RAMHX commentary
Feb 05, 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. PWTYX (223M). RAMHX pays higher dividends than PWTYX: RAMHX (1.84) vs PWTYX (1.52). PWTYX was incepted earlier than RAMHX: PWTYX (32 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). 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 : 9.82 vs. PWTYX (6.84). RAMHX return over 5 years is better than : 27.97 vs. PWTYX (7.00).
| PWTYX | RAMHX | PWTYX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.425 | 2.460 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 241B | 0% |
| Annual Yield % from dividends | 1.52 | 1.84 | 82% |
| Returns for 1 year | 6.84 | 9.82 | 70% |
| Returns for 3 years | 2.62 | 13.40 | 20% |
| Returns for 5 years | 7.00 | 27.97 | 25% |
| Returns for 10 years | 37.16 | 50.91 | 73% |
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