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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$18.33
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets40.52M
American Funds American Balanced R2E
Price$36.53
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets251.3B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Jul 17, 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: 251B vs. CONWX (40.5M). RAMHX (1.43) and CONWX (1.42) 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 : 5.49 vs. CONWX (-0.76). RAMHX return over 5 years is better than : 35.93 vs. CONWX (25.22).
| 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 | 4.221 | 7.389 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 251B | 0% |
| Annual Yield % from dividends | 1.42 | 1.43 | 99% |
| Returns for 1 year | -0.76 | 5.49 | -14% |
| Returns for 3 years | 6.45 | 33.34 | 19% |
| Returns for 5 years | 25.22 | 35.93 | 70% |
| Returns for 10 years | 27.81 | 56.90 | 49% |
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