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PWTYX vs RAMHX
PWTYX vs RAMHX Comparison
Open Charts PWTYX vs RAMHX
UBS US Allocation P
Price$50.06
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets218.19M
American Funds American Balanced R2E
Price$34.07
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets234.7B
PWTYX vs RAMHX Comparison Chart
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PWTYX vs. RAMHX commentary
Jan 15, 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 Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. PWTYX (218M). 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 : 8.72 vs. PWTYX (6.58). RAMHX return over 5 years is better than : 24.78 vs. PWTYX (4.72).
| 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 | -0.930 | -0.234 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 235B | 0% |
| Annual Yield % from dividends | 1.52 | 1.84 | 82% |
| Returns for 1 year | 6.58 | 8.72 | 76% |
| Returns for 3 years | -2.76 | 7.47 | -37% |
| Returns for 5 years | 4.72 | 24.78 | 19% |
| Returns for 10 years | 36.76 | 48.67 | 76% |
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