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BALFX vs RAMHX
BALFX vs RAMHX Comparison
Open Charts BALFX vs RAMHX
American Funds American Balanced F1
Price$34.34
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
American Funds American Balanced R2E
Price$34.18
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
BALFX vs RAMHX Comparison Chart
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BALFX vs. RAMHX commentary
Apr 04, 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 BALFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX (234B) and RAMHX (234B) have equal amount of cash in the bank . BALFX pays higher dividends than RAMHX: BALFX (1.95) vs RAMHX (1.54). BALFX was incepted earlier than RAMHX: BALFX (24 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than BALFX (0.62). BALFX (171.00) and RAMHX (171.00) have comparable annual turnover. BALFX (250) and RAMHX (250) have matching initial minimum investment requirements. BALFX annual gain was more profitable for investors over the last year : 4.27 vs. RAMHX (3.79). BALFX return over 5 years is better than : 49.83 vs. RAMHX (47.14).
| BALFX | RAMHX | BALFX / RAMHX | |
| Total Expense Ratio | 0.62 | 1.04 | 60% |
| Annual Report Gross Expense Ratio | 0.62 | 1.04 | 60% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 0.419 | 0.286 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 1.95 | 1.54 | 126% |
| Returns for 1 year | 4.27 | 3.79 | 113% |
| Returns for 3 years | 12.36 | 11.20 | 110% |
| Returns for 5 years | 49.83 | 47.14 | 106% |
| Returns for 10 years | 52.33 | 48.24 | 108% |