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PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$48.96
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets205.66M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
PWTYX vs RLEFX Comparison Chart
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PWTYX vs. RLEFX commentary
May 09, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. PWTYX (206M). RLEFX pays higher dividends than PWTYX: RLEFX (2.17) vs PWTYX (1.89). PWTYX was incepted earlier than RLEFX: PWTYX (32 years) vs RLEFX (9 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 : 4.93 vs. PWTYX (-0.99). RLEFX return over 5 years is better than : 37.87 vs. PWTYX (11.10).
| 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 | 9 years | - |
| Gain YTD | -3.681 | 0.504 | -730% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 234B | 0% |
| Annual Yield % from dividends | 1.89 | 2.17 | 87% |
| Returns for 1 year | -0.99 | 4.93 | -20% |
| Returns for 3 years | 5.54 | 22.44 | 25% |
| Returns for 5 years | 11.10 | 37.87 | 29% |
| Returns for 10 years | 26.69 | N/A | - |
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