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ALCBX vs RAMHX
ALCBX vs RAMHX Comparison
Open Charts ALCBX vs RAMHX
ALPS/Smith Balanced Opportunity C
Price$11.79
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
ALCBX vs RAMHX Comparison Chart
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ALCBX 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 ALCBX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. ALCBX (11.3M). RAMHX pays higher dividends than ALCBX: RAMHX (1.55) vs ALCBX (0.88). ALCBX was incepted earlier than RAMHX: ALCBX (5 years) vs RAMHX (11 years). ALCBX (3.33) is less costly to investors than RAMHX (1.04). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than ALCBX: RAMHX (250) vs ALCBX (2500). RAMHX annual gain was more profitable for investors over the last year : 4.23 vs. ALCBX (-3.11).
| ALCBX | RAMHX | ALCBX / RAMHX | |
| Total Expense Ratio | 1.85 | 1.04 | 178% |
| Annual Report Gross Expense Ratio | 3.33 | 1.04 | 320% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -2.310 | 0.256 | -901% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 0.88 | 1.55 | 57% |
| Returns for 1 year | -3.11 | 4.23 | -73% |
| Returns for 3 years | 13.66 | 20.51 | 67% |
| Returns for 5 years | N/A | 34.08 | - |
| Returns for 10 years | 4.64 | 46.37 | 10% |
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