Interact to see
Advertisement
Advertisement
CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$18.37
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets40.37M
American Funds American Balanced R2E
Price$36.83
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
CONWX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CONWX vs. RAMHX commentary
Aug 08, 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. CONWX (40.4M). RAMHX (1.42) and CONWX (1.41) 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 : 10.89 vs. CONWX (1.27). RAMHX return over 5 years is better than : 33.98 vs. CONWX (21.46).
| 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 | 4.052 | 8.271 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 253B | 0% |
| Annual Yield % from dividends | 1.41 | 1.42 | 99% |
| Returns for 1 year | 1.27 | 10.89 | 12% |
| Returns for 3 years | 2.31 | 29.36 | 8% |
| Returns for 5 years | 21.46 | 33.98 | 63% |
| Returns for 10 years | 32.09 | 58.89 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement