PWTYX
Price
$46.91
Change
+$0.10 (+0.21%)
Updated
Dec 8, 6:59 PM EST
RLEFX
Price
$31.16
Change
+$0.06 (+0.19%)
Updated
Dec 8, 6:59 PM EST
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Compare trend and price PWTYX vs RLEFX

Header iconPWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFXBanner chart's image
UBS US Allocation P
Price$46.91
Change+$0.10 (+0.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$31.16
Change+$0.06 (+0.19%)
VolumeN/A
CapitalizationN/A
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PWTYX vs RLEFX Comparison Chart

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VS
PWTYX vs. RLEFX commentary
Dec 11, 2023

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: 204B vs. PWTYX (215M). RLEFX pays higher dividends than PWTYX: RLEFX (1.73) vs PWTYX (1.03). PWTYX was incepted earlier than RLEFX: PWTYX (31 years) vs RLEFX (8 years). PWTYX (0.72) is less costly to investors than RLEFX (0.40). PWTYX is a more actively managed with annual turnover of: 65.00 vs. RLEFX (52.00). 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 : 7.74 vs. PWTYX (1.83). RLEFX return over 5 years is better than : 25.26 vs. PWTYX (3.36).
PWTYXRLEFXPWTYX / RLEFX
Total Expense Ratio0.720.40180%
Annual Report Gross Expense Ratio0.720.40180%
Fund Existence31 years8 years-
Gain YTD13.4469.706139%
Front LoadN/AN/A-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets215M204B0%
Annual Yield % from dividends1.031.7360%
Returns for 1 year1.837.7424%
Returns for 3 years-17.215.82-295%
Returns for 5 years3.3625.2613%
Returns for 10 years36.94N/A-
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