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CLBAX vs RAMHX
CLBAX vs RAMHX Comparison
Open Charts CLBAX vs RAMHX
American Funds American Balanced 529A
Price$33.05
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
American Funds American Balanced R2E
Price$32.94
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
CLBAX vs RAMHX Comparison Chart
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CLBAX vs. RAMHX commentary
Apr 14, 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 CLBAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (226B) and RAMHX (226B) have equal amount of cash in the bank . CLBAX pays higher dividends than RAMHX: CLBAX (1.98) vs RAMHX (1.54). CLBAX was incepted earlier than RAMHX: CLBAX (23 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CLBAX (0.60). CLBAX (171.00) and RAMHX (171.00) have comparable annual turnover. CLBAX (250) and RAMHX (250) have matching initial minimum investment requirements. CLBAX annual gain was more profitable for investors over the last year : 0.90 vs. RAMHX (0.42). CLBAX return over 5 years is better than : 37.11 vs. RAMHX (32.76).
| CLBAX | RAMHX | CLBAX / RAMHX | |
| Total Expense Ratio | 0.60 | 1.04 | 58% |
| Annual Report Gross Expense Ratio | 0.60 | 1.04 | 58% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -3.231 | -3.353 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 226B | 100% |
| Annual Yield % from dividends | 1.98 | 1.54 | 128% |
| Returns for 1 year | 0.90 | 0.42 | 214% |
| Returns for 3 years | 11.54 | 9.18 | 126% |
| Returns for 5 years | 37.11 | 32.76 | 113% |
| Returns for 10 years | 57.22 | 41.60 | 138% |
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