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AFMBX vs RAMHX
AFMBX vs RAMHX Comparison
Open Charts AFMBX vs RAMHX
American Funds American Balanced F3
Price$32.95
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
AFMBX vs RAMHX Comparison Chart
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AFMBX vs. RAMHX commentary
Apr 18, 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 (225B) and RAMHX (225B) have equal amount of cash in the bank . AFMBX pays higher dividends than RAMHX: AFMBX (2.31) vs RAMHX (1.54). 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 (171.00) and RAMHX (171.00) 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 : 2.93 vs. RAMHX (2.07). AFMBX return over 5 years is better than : 33.60 vs. RAMHX (29.21).
| 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 | -3.612 | -3.822 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 225B | 100% |
| Annual Yield % from dividends | 2.31 | 1.54 | 150% |
| Returns for 1 year | 2.93 | 2.07 | 141% |
| Returns for 3 years | 10.86 | 8.75 | 124% |
| Returns for 5 years | 33.60 | 29.21 | 115% |
| Returns for 10 years | N/A | 40.41 | - |
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