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CBPRX vs RAMHX
CBPRX vs RAMHX Comparison
Open Charts CBPRX vs RAMHX
Pioneer Balanced ESG R
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets386.8M
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
CBPRX vs RAMHX Comparison Chart
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CBPRX 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 CBPRX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. CBPRX (387M). CBPRX pays higher dividends than RAMHX: CBPRX (1.68) vs RAMHX (1.54). CBPRX was incepted earlier than RAMHX: CBPRX (10 years) vs RAMHX (11 years). CBPRX (1.30) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. CBPRX (33.00). CBPRX has a lower initial minimum investment than RAMHX: CBPRX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 0.88 vs. CBPRX (0.24). RAMHX (43.40) and CBPRX (42.51) have equivalent 5 years return.
| CBPRX | RAMHX | CBPRX / RAMHX | |
| Total Expense Ratio | 1.30 | 1.04 | 125% |
| Annual Report Gross Expense Ratio | 1.30 | 1.04 | 125% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -2.275 | -2.267 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 235B | 0% |
| Annual Yield % from dividends | 1.68 | 1.54 | 109% |
| Returns for 1 year | 0.24 | 0.88 | 28% |
| Returns for 3 years | 7.66 | 8.00 | 96% |
| Returns for 5 years | 42.51 | 43.40 | 98% |
| Returns for 10 years | N/A | 43.77 | - |
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