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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$17.71
Change+$0.82 (+4.85%)
VolumeN/A
Net Assets37.43M
American Funds American Balanced R2E
Price$33.29
Change+$1.62 (+5.12%)
VolumeN/A
Net Assets228.54B
CONWX vs RAMHX Comparison Chart
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CONWX vs. RAMHX commentary
Apr 11, 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: 229B vs. CONWX (37.4M). RAMHX pays higher dividends than CONWX: RAMHX (1.54) vs CONWX (1.42). CONWX was incepted earlier than RAMHX: CONWX (37 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: 171.00 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 : -4.06 vs. CONWX (-6.53). RAMHX return over 5 years is better than : 27.64 vs. CONWX (25.05).
| CONWX | RAMHX | CONWX / RAMHX | |
| Total Expense Ratio | 1.62 | 1.04 | 156% |
| Annual Report Gross Expense Ratio | 1.62 | 1.04 | 156% |
| Fund Existence | 37 years | 11 years | - |
| Gain YTD | -4.952 | -7.079 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.4M | 229B | 0% |
| Annual Yield % from dividends | 1.42 | 1.54 | 92% |
| Returns for 1 year | -6.53 | -4.06 | 161% |
| Returns for 3 years | -10.92 | 3.85 | -284% |
| Returns for 5 years | 25.05 | 27.64 | 91% |
| Returns for 10 years | 13.80 | 35.98 | 38% |
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