Ad is loading...
CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets40.86M
American Funds American Balanced R2E
Price$35.20
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
CONWX vs RAMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CONWX vs. RAMHX commentary
Jan 31, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. CONWX (40.9M). CONWX pays higher dividends than RAMHX: CONWX (2.04) vs RAMHX (1.84). CONWX was incepted earlier than RAMHX: CONWX (37 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. CONWX (28.00). 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 : 11.55 vs. CONWX (7.70). RAMHX return over 5 years is better than : 31.28 vs. CONWX (20.28).
| CONWX | RAMHX | CONWX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 2.532 | 3.075 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 241B | 0% |
| Annual Yield % from dividends | 2.04 | 1.84 | 111% |
| Returns for 1 year | 7.70 | 11.55 | 67% |
| Returns for 3 years | -1.09 | 13.58 | -8% |
| Returns for 5 years | 20.28 | 31.28 | 65% |
| Returns for 10 years | 30.24 | 53.35 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...