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APWIX vs RAMHX
APWIX vs RAMHX Comparison
Open Charts APWIX vs RAMHX
AB Sustainable Thematic Bal Port I
Price$13.05
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets87M
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
APWIX vs RAMHX Comparison Chart in %
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APWIX vs. RAMHX commentary
Sep 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 APWIX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 258B vs. APWIX (87M). APWIX (1.41) and RAMHX (1.40) have matching dividends . APWIX was incepted earlier than RAMHX: APWIX (21 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than APWIX (0.95). APWIX is a more actively managed with annual turnover of: 53.00 vs. RAMHX (44.00). APWIX has a lower initial minimum investment than RAMHX: APWIX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 9.44 vs. APWIX (2.99). RAMHX return over 5 years is better than : 37.07 vs. APWIX (13.28).
| APWIX | RAMHX | APWIX / RAMHX | |
| Total Expense Ratio | 0.75 | 1.04 | 72% |
| Annual Report Gross Expense Ratio | 0.95 | 1.04 | 91% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 5.583 | 11.035 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 258B | 0% |
| Annual Yield % from dividends | 1.41 | 1.40 | 101% |
| Returns for 1 year | 2.99 | 9.44 | 32% |
| Returns for 3 years | 22.29 | 38.20 | 58% |
| Returns for 5 years | 13.28 | 37.07 | 36% |
| Returns for 10 years | 28.99 | 70.10 | 41% |
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