Interact to see
Advertisement
Advertisement
PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$52.47
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets217.35M
American Funds American Balanced R2E
Price$36.50
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
PWTYX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RAMHX commentary
Jul 03, 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: 251B vs. PWTYX (217M). PWTYX pays higher dividends than RAMHX: PWTYX (1.76) vs RAMHX (1.43). 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 : 7.86 vs. PWTYX (3.82). RAMHX return over 5 years is better than : 37.99 vs. PWTYX (11.91).
| 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 | 3.562 | 7.242 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 251B | 0% |
| Annual Yield % from dividends | 1.76 | 1.43 | 123% |
| Returns for 1 year | 3.82 | 7.86 | 49% |
| Returns for 3 years | 19.31 | 32.74 | 59% |
| Returns for 5 years | 11.91 | 37.99 | 31% |
| Returns for 10 years | 37.58 | 59.23 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement