Ad is loading...
PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
PWTYX vs RAMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RAMHX commentary
May 09, 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: 234B vs. PWTYX (206M). PWTYX pays higher dividends than RAMHX: PWTYX (1.89) vs RAMHX (1.55). 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 : 4.23 vs. PWTYX (-0.99). RAMHX return over 5 years is better than : 34.08 vs. PWTYX (11.10).
| PWTYX | RAMHX | PWTYX / RAMHX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -3.681 | 0.256 | -1,436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.89 | 1.55 | 122% |
| Returns for 1 year | -0.99 | 4.23 | -24% |
| Returns for 3 years | 5.54 | 20.51 | 27% |
| Returns for 5 years | 11.10 | 34.08 | 33% |
| Returns for 10 years | 26.69 | 46.37 | 58% |