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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$53.99
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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PWTYX vs RAMHX Comparison Chart
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PWTYX vs. RAMHX commentary
Sep 21, 2024
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: 236B vs. PWTYX (232M). RAMHX pays higher dividends than PWTYX: RAMHX (1.84) vs PWTYX (1.52). PWTYX was incepted earlier than RAMHX: PWTYX (31 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 (23.83) and PWTYX (23.11) have marching annual gain over last year. RAMHX return over 5 years is better than : 36.53 vs. PWTYX (18.20).
| PWTYX | RAMHX | PWTYX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 12.714 | 13.646 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 236B | 0% |
| Annual Yield % from dividends | 1.52 | 1.84 | 82% |
| Returns for 1 year | 23.11 | 23.83 | 97% |
| Returns for 3 years | -7.78 | 13.68 | -57% |
| Returns for 5 years | 18.20 | 36.53 | 50% |
| Returns for 10 years | 47.46 | 50.16 | 95% |
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