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PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$53.99
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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PWTYX vs RLEFX Comparison Chart
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PWTYX vs. RLEFX commentary
Sep 21, 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: 236B vs. PWTYX (232M). RLEFX pays higher dividends than PWTYX: RLEFX (2.42) vs PWTYX (1.52). PWTYX was incepted earlier than RLEFX: PWTYX (31 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). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. PWTYX (23.11). RLEFX return over 5 years is better than : 40.23 vs. PWTYX (18.20).
| PWTYX | RLEFX | PWTYX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 12.714 | 14.180 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 236B | 0% |
| Annual Yield % from dividends | 1.52 | 2.42 | 63% |
| Returns for 1 year | 23.11 | 24.64 | 94% |
| Returns for 3 years | -7.78 | 15.33 | -51% |
| Returns for 5 years | 18.20 | 40.23 | 45% |
| Returns for 10 years | 47.46 | N/A | - |