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AFMBX vs RAMHX
AFMBX vs RAMHX Comparison
Open Charts AFMBX vs RAMHX
American Funds American Balanced F3
Price$34.37
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
AFMBX vs RAMHX Comparison Chart
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AFMBX vs. RAMHX commentary
May 09, 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 AFMBX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (234B) and RAMHX (234B) have equal amount of cash in the bank . AFMBX pays higher dividends than RAMHX: AFMBX (2.32) vs RAMHX (1.55). AFMBX was incepted earlier than RAMHX: AFMBX (8 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and RAMHX (44.00) have comparable annual turnover. RAMHX has a lower initial minimum investment than AFMBX: RAMHX (250) vs AFMBX (1000000). AFMBX annual gain was more profitable for investors over the last year : 5.09 vs. RAMHX (4.23). AFMBX return over 5 years is better than : 38.69 vs. RAMHX (34.08).
| AFMBX | RAMHX | AFMBX / RAMHX | |
| Total Expense Ratio | 0.25 | 1.04 | 24% |
| Annual Report Gross Expense Ratio | 0.25 | 1.04 | 24% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 0.542 | 0.256 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 2.32 | 1.55 | 150% |
| Returns for 1 year | 5.09 | 4.23 | 120% |
| Returns for 3 years | 22.86 | 20.51 | 111% |
| Returns for 5 years | 38.69 | 34.08 | 114% |
| Returns for 10 years | N/A | 46.37 | - |
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