PWTYX
Price
$52.33
Change
+$0.18 (+0.35%)
Updated
Jun 30 closing price
Net Assets
216.76M
RLEFX
Price
$36.65
Change
+$0.17 (+0.47%)
Updated
Jun 30 closing price
Net Assets
250.05B
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PWTYX vs RLEFX

Header iconPWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFXBanner chart's image
UBS US Allocation P
Price$52.33
Change+$0.18 (+0.35%)
VolumeN/A
Net Assets216.76M
American Funds American Balanced R5E
Price$36.65
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
PWTYX vs RLEFX Comparison Chart in %
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PWTYX vs. RLEFX commentary
Jul 01, 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.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 250B vs. PWTYX (217M). RLEFX pays higher dividends than PWTYX: RLEFX (2.09) vs PWTYX (1.84). PWTYX was incepted earlier than RLEFX: PWTYX (32 years) vs RLEFX (10 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 : 7.97 vs. PWTYX (3.34). RLEFX return over 5 years is better than : 41.67 vs. PWTYX (11.96).
PWTYXRLEFXPWTYX / RLEFX
Total Expense Ratio0.770.39197%
Annual Report Gross Expense Ratio0.770.39197%
Fund Existence32 years10 years-
Gain YTD3.2067.10745%
Front LoadN/AN/A-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets217M250B0%
Annual Yield % from dividends1.842.0988%
Returns for 1 year3.347.9742%
Returns for 3 years18.9034.4355%
Returns for 5 years11.9641.6729%
Returns for 10 years37.10N/A-
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