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CLBFX vs RAMHX
CLBFX vs RAMHX Comparison
Open Charts CLBFX vs RAMHX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
CLBFX vs RAMHX Comparison Chart
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CLBFX 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 CLBFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX (235B) and RAMHX (235B) have equal amount of cash in the bank . CLBFX pays higher dividends than RAMHX: CLBFX (2.14) vs RAMHX (1.54). CLBFX was incepted earlier than RAMHX: CLBFX (23 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CLBFX (0.68). CLBFX (171.00) and RAMHX (171.00) have comparable annual turnover. CLBFX (250) and RAMHX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. RAMHX (0.88). CLBFX return over 5 years is better than : 53.24 vs. RAMHX (43.40).
| CLBFX | RAMHX | CLBFX / RAMHX | |
| Total Expense Ratio | 0.68 | 1.04 | 65% |
| Annual Report Gross Expense Ratio | 0.68 | 1.04 | 65% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.466 | -2.267 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 235B | 100% |
| Annual Yield % from dividends | 2.14 | 1.54 | 139% |
| Returns for 1 year | 4.45 | 0.88 | 506% |
| Returns for 3 years | 14.15 | 8.00 | 177% |
| Returns for 5 years | 53.24 | 43.40 | 123% |
| Returns for 10 years | 67.95 | 43.77 | 155% |
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