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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$18.27
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets39.94M
American Funds American Balanced R2E
Price$35.31
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets241.02B
CONWX vs RAMHX Comparison Chart
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CONWX vs. RAMHX commentary
Jun 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 CONWX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. CONWX (39.9M). RAMHX (1.49) and CONWX (1.44) have matching dividends . CONWX was incepted earlier than RAMHX: CONWX (38 years) vs RAMHX (11 years). CONWX (1.62) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). RAMHX has a lower initial minimum investment than CONWX: RAMHX (250) vs CONWX (500). RAMHX annual gain was more profitable for investors over the last year : 6.94 vs. CONWX (0.55). RAMHX return over 5 years is better than : 32.78 vs. CONWX (24.37).
| CONWX | RAMHX | CONWX / RAMHX | |
| Total Expense Ratio | 1.62 | 1.04 | 156% |
| Annual Report Gross Expense Ratio | 1.62 | 1.04 | 156% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 2.251 | 3.601 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 241B | 0% |
| Annual Yield % from dividends | 1.44 | 1.49 | 96% |
| Returns for 1 year | 0.55 | 6.94 | 8% |
| Returns for 3 years | -2.93 | 20.69 | -14% |
| Returns for 5 years | 24.37 | 32.78 | 74% |
| Returns for 10 years | 24.84 | 52.77 | 47% |
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