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PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$55.61
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets225.74M
American Funds American Balanced R5E
Price$38.49
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
PWTYX vs RLEFX Comparison Chart in %
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PWTYX vs. RLEFX commentary
Sep 18, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. PWTYX (226M). RLEFX pays higher dividends than PWTYX: RLEFX (1.97) vs PWTYX (1.71). PWTYX was incepted earlier than RLEFX: PWTYX (32 years) vs RLEFX (10 years). PWTYX (0.77) is less costly to investors than RLEFX (0.39). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than PWTYX: RLEFX (250) vs PWTYX (2000000). RLEFX annual gain was more profitable for investors over the last year : 9.82 vs. PWTYX (5.64). RLEFX return over 5 years is better than : 44.46 vs. PWTYX (12.52).
| PWTYX | RLEFX | PWTYX / RLEFX | |
| Total Expense Ratio | 0.77 | 0.39 | 197% |
| Annual Report Gross Expense Ratio | 0.77 | 0.39 | 197% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 10.192 | 13.376 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 263B | 0% |
| Annual Yield % from dividends | 1.71 | 1.97 | 87% |
| Returns for 1 year | 5.64 | 9.82 | 57% |
| Returns for 3 years | 27.14 | 44.06 | 62% |
| Returns for 5 years | 12.52 | 44.46 | 28% |
| Returns for 10 years | 50.21 | N/A | - |
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