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CBDYX vs RAMHX
CBDYX vs RAMHX Comparison
Open Charts CBDYX vs RAMHX
Columbia Balanced Inst3
Price$54.78
Change-$0.12 (-0.22%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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CBDYX vs RAMHX Comparison Chart
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CBDYX vs. RAMHX commentary
Sep 21, 2024
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 CBDYX is a StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. CBDYX (9.74B). CBDYX pays higher dividends than RAMHX: CBDYX (1.98) vs RAMHX (1.84). CBDYX was incepted earlier than RAMHX: CBDYX (12 years) vs RAMHX (10 years). CBDYX (171.00) and RAMHX (171.00) have comparable annual turnover. RAMHX has a lower initial minimum investment than CBDYX: RAMHX (250) vs CBDYX (1000000). CBDYX annual gain was more profitable for investors over the last year : 25.23 vs. RAMHX (20.42). CBDYX (35.93) and RAMHX (35.01) have equivalent 5 years return.
| CBDYX | RAMHX | CBDYX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 14.060 | 12.381 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74B | 236B | 4% |
| Annual Yield % from dividends | 1.98 | 1.84 | 107% |
| Returns for 1 year | 25.23 | 20.42 | 124% |
| Returns for 3 years | 7.45 | 11.25 | 66% |
| Returns for 5 years | 35.93 | 35.01 | 103% |
| Returns for 10 years | 62.31 | 47.05 | 132% |