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ALCBX vs RAMHX
ALCBX vs RAMHX Comparison
Open Charts ALCBX vs RAMHX
ALPS/Smith Balanced Opportunity C
Price$12.53
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets12.71M
American Funds American Balanced R2E
Price$35.20
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
ALCBX vs RAMHX Comparison Chart
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ALCBX vs. RAMHX commentary
Jan 31, 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: 241B vs. ALCBX (12.7M). RAMHX pays higher dividends than ALCBX: RAMHX (1.84) vs ALCBX (0.91). ALCBX was incepted earlier than RAMHX: ALCBX (4 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. ALCBX (74.00). 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 : 11.55 vs. ALCBX (6.27).
| ALCBX | RAMHX | ALCBX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 2.669 | 3.075 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 241B | 0% |
| Annual Yield % from dividends | 0.91 | 1.84 | 49% |
| Returns for 1 year | 6.27 | 11.55 | 54% |
| Returns for 3 years | 8.17 | 13.58 | 60% |
| Returns for 5 years | N/A | 31.28 | - |
| Returns for 10 years | 7.46 | 53.35 | 14% |
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