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BALCX vs RAMHX
BALCX vs RAMHX Comparison
Open Charts BALCX vs RAMHX
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
American Funds American Balanced R2E
Price$33.64
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
BALCX vs RAMHX Comparison Chart
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BALCX vs. RAMHX commentary
Apr 28, 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 BALCX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX (231B) and RAMHX (231B) have equal amount of cash in the bank . RAMHX pays higher dividends than BALCX: RAMHX (1.54) vs BALCX (1.28). BALCX was incepted earlier than RAMHX: BALCX (24 years) vs RAMHX (11 years). BALCX (1.32) is less costly to investors than RAMHX (1.04). BALCX (171.00) and RAMHX (171.00) have comparable annual turnover. BALCX (250) and RAMHX (250) have matching initial minimum investment requirements. RAMHX annual gain was more profitable for investors over the last year : 4.40 vs. BALCX (4.10). RAMHX (33.64) and BALCX (32.12) have equivalent 5 years return.
| BALCX | RAMHX | BALCX / RAMHX | |
| Total Expense Ratio | 1.32 | 1.04 | 127% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -1.367 | -1.299 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 231B | 100% |
| Annual Yield % from dividends | 1.28 | 1.54 | 83% |
| Returns for 1 year | 4.10 | 4.40 | 93% |
| Returns for 3 years | 14.43 | 15.21 | 95% |
| Returns for 5 years | 32.12 | 33.64 | 95% |
| Returns for 10 years | 41.52 | 43.35 | 96% |