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PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$55.65
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLEFX Comparison Chart
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PWTYX vs. RLEFX commentary
Nov 14, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. PWTYX (235M). 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 (23.76) and RLEFX (22.85) have marching annual gain over last year. RLEFX return over 5 years is better than : 37.80 vs. PWTYX (19.26).
| 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 | 16.180 | 15.761 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 240B | 0% |
| Annual Yield % from dividends | 1.52 | 2.42 | 63% |
| Returns for 1 year | 23.76 | 22.85 | 104% |
| Returns for 3 years | -10.98 | 12.39 | -89% |
| Returns for 5 years | 19.26 | 37.80 | 51% |
| Returns for 10 years | 48.24 | N/A | - |
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