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AFMBX vs RAMHX
AFMBX vs RAMHX Comparison
Open Charts AFMBX vs RAMHX
American Funds American Balanced F3
Price$35.84
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
AFMBX vs RAMHX Comparison Chart
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AFMBX vs. RAMHX commentary
Jun 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 AFMBX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (243B) and RAMHX (243B) have equal amount of cash in the bank . AFMBX pays higher dividends than RAMHX: AFMBX (2.23) vs RAMHX (1.49). 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 : 7.50 vs. RAMHX (6.60). AFMBX return over 5 years is better than : 36.68 vs. RAMHX (32.17).
| 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 | 4.842 | 4.481 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 243B | 100% |
| Annual Yield % from dividends | 2.23 | 1.49 | 150% |
| Returns for 1 year | 7.50 | 6.60 | 114% |
| Returns for 3 years | 23.21 | 20.84 | 111% |
| Returns for 5 years | 36.68 | 32.17 | 114% |
| Returns for 10 years | N/A | 54.63 | - |
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