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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$19.34
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets41.85M
American Funds American Balanced R2E
Price$38.89
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. CONWX (41.9M). CONWX (1.36) and RAMHX (1.35) 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 : 9.41 vs. CONWX (1.02). RAMHX return over 5 years is better than : 39.79 vs. CONWX (27.17).
| 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 | 8.948 | 14.519 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 266B | 0% |
| Annual Yield % from dividends | 1.36 | 1.35 | 100% |
| Returns for 1 year | 1.02 | 9.41 | 11% |
| Returns for 3 years | 10.42 | 49.85 | 21% |
| Returns for 5 years | 27.17 | 39.79 | 68% |
| Returns for 10 years | 43.14 | 72.20 | 60% |
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