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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$20.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$36.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CONWX vs RAMHX Comparison Chart
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CONWX vs. RAMHX commentary
Nov 22, 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 CONWX is a StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 237B vs. CONWX (41.9M). CONWX pays higher dividends than RAMHX: CONWX (2.04) vs RAMHX (1.84). CONWX was incepted earlier than RAMHX: CONWX (37 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. CONWX (28.00). RAMHX has a lower initial minimum investment than CONWX: RAMHX (250) vs CONWX (500). RAMHX (20.22) and CONWX (19.59) have marching annual gain over last year. CONWX (33.85) and RAMHX (33.84) have equivalent 5 years return.
| CONWX | RAMHX | CONWX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 16.918 | 14.467 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 237B | 0% |
| Annual Yield % from dividends | 2.04 | 1.84 | 111% |
| Returns for 1 year | 19.59 | 20.22 | 97% |
| Returns for 3 years | 4.60 | 10.99 | 42% |
| Returns for 5 years | 33.85 | 33.84 | 100% |
| Returns for 10 years | 27.13 | 46.99 | 58% |
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