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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$55.65
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$36.42
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
PWTYX vs RAMHX Comparison Chart
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PWTYX vs. RAMHX commentary
Nov 14, 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: 240B vs. PWTYX (235M). 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). PWTYX annual gain was more profitable for investors over the last year : 23.76 vs. RAMHX (22.07). RAMHX return over 5 years is better than : 34.24 vs. PWTYX (19.26).
| 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 | 16.180 | 15.131 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 240B | 0% |
| Annual Yield % from dividends | 1.52 | 1.84 | 82% |
| Returns for 1 year | 23.76 | 22.07 | 108% |
| Returns for 3 years | -10.98 | 10.81 | -102% |
| Returns for 5 years | 19.26 | 34.24 | 56% |
| Returns for 10 years | 48.24 | 49.20 | 98% |
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