Ad is loading...
Ad is loading...
PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$55.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWTYX vs. RLEFX commentary
Nov 22, 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 StrongSell and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. PWTYX (232M). RLEFX pays higher dividends than PWTYX: RLEFX (2.42) vs PWTYX (1.52). PWTYX was incepted earlier than RLEFX: PWTYX (32 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). RLEFX has a lower initial minimum investment than PWTYX: RLEFX (250) vs PWTYX (2000000). PWTYX annual gain was more profitable for investors over the last year : 22.28 vs. RLEFX (21.00). RLEFX return over 5 years is better than : 37.39 vs. PWTYX (18.65).
| PWTYX | RLEFX | PWTYX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 15.825 | 15.097 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 237B | 0% |
| Annual Yield % from dividends | 1.52 | 2.42 | 63% |
| Returns for 1 year | 22.28 | 21.00 | 106% |
| Returns for 3 years | -10.39 | 12.54 | -83% |
| Returns for 5 years | 18.65 | 37.39 | 50% |
| Returns for 10 years | 46.11 | N/A | - |