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PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$50.73
Change-$0.45 (-0.88%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PWTYX vs RLEFX Comparison Chart
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PWTYX vs. RLEFX commentary
Jun 16, 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: 244B vs. PWTYX (212M). 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 : 5.49 vs. PWTYX (0.37). RLEFX return over 5 years is better than : 39.46 vs. PWTYX (11.04).
| 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 | 10 years | - |
| Gain YTD | 0.396 | 4.524 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.84 | 2.09 | 88% |
| Returns for 1 year | 0.37 | 5.49 | 7% |
| Returns for 3 years | 17.66 | 33.28 | 53% |
| Returns for 5 years | 11.04 | 39.46 | 28% |
| Returns for 10 years | 32.30 | N/A | - |
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