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PWTYX vs RLEFX
PWTYX vs RLEFX Comparison
Open Charts PWTYX vs RLEFX
UBS US Allocation P
Price$52.75
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
PWTYX vs RLEFX Comparison Chart in %
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PWTYX vs. RLEFX commentary
Jul 07, 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: 252B vs. PWTYX (219M). RLEFX pays higher dividends than PWTYX: RLEFX (2.01) vs PWTYX (1.76). 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 : 8.07 vs. PWTYX (3.60). RLEFX return over 5 years is better than : 42.56 vs. PWTYX (12.81).
| 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 | 4.393 | 8.164 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.76 | 2.01 | 88% |
| Returns for 1 year | 3.60 | 8.07 | 45% |
| Returns for 3 years | 20.27 | 35.76 | 57% |
| Returns for 5 years | 12.81 | 42.56 | 30% |
| Returns for 10 years | 38.85 | N/A | - |