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CLBEX vs RAMHX
CLBEX vs RAMHX Comparison
Open Charts CLBEX vs RAMHX
American Funds American Balanced 529E
Price$33.61
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
CLBEX vs RAMHX Comparison Chart
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CLBEX vs. RAMHX commentary
Apr 25, 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 CLBEX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBEX (227B) and RAMHX (227B) have equal amount of cash in the bank . CLBEX pays higher dividends than RAMHX: CLBEX (1.74) vs RAMHX (1.54). CLBEX was incepted earlier than RAMHX: CLBEX (23 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CLBEX (0.84). CLBEX (171.00) and RAMHX (171.00) have comparable annual turnover. CLBEX (250) and RAMHX (250) have matching initial minimum investment requirements. CLBEX annual gain was more profitable for investors over the last year : 3.95 vs. RAMHX (3.68). CLBEX return over 5 years is better than : 35.91 vs. RAMHX (33.13).
| CLBEX | RAMHX | CLBEX / RAMHX | |
| Total Expense Ratio | 0.84 | 1.04 | 81% |
| Annual Report Gross Expense Ratio | 0.84 | 1.04 | 81% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -1.590 | -1.680 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 227B | 100% |
| Annual Yield % from dividends | 1.74 | 1.54 | 113% |
| Returns for 1 year | 3.95 | 3.68 | 107% |
| Returns for 3 years | 14.86 | 13.20 | 113% |
| Returns for 5 years | 35.91 | 33.13 | 108% |
| Returns for 10 years | 55.13 | 42.97 | 128% |
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