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ALCBX vs RAMHX
ALCBX vs RAMHX Comparison
Open Charts ALCBX vs RAMHX
ALPS/Smith Balanced Opportunity C
Price$11.48
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets11.21M
American Funds American Balanced R2E
Price$33.16
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets227.57B
ALCBX vs RAMHX Comparison Chart
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ALCBX vs. RAMHX commentary
Apr 16, 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: 228B vs. ALCBX (11.2M). RAMHX pays higher dividends than ALCBX: RAMHX (1.54) vs ALCBX (0.87). ALCBX was incepted earlier than RAMHX: ALCBX (5 years) vs RAMHX (11 years). ALCBX (2.72) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (131.00). 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 : 2.16 vs. ALCBX (-5.71).
| ALCBX | RAMHX | ALCBX / RAMHX | |
| Total Expense Ratio | 1.86 | 1.04 | 179% |
| Annual Report Gross Expense Ratio | 2.72 | 1.04 | 262% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -5.594 | -2.707 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 228B | 0% |
| Annual Yield % from dividends | 0.87 | 1.54 | 56% |
| Returns for 1 year | -5.71 | 2.16 | -264% |
| Returns for 3 years | 1.55 | 10.01 | 15% |
| Returns for 5 years | N/A | 33.29 | - |
| Returns for 10 years | 0.03 | 42.84 | 0% |
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