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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$19.56
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets42.16M
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Nov 20, 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: 263B vs. CONWX (42.2M). CONWX (1.35) and RAMHX (1.33) 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 : 8.45 vs. CONWX (-0.89). RAMHX return over 5 years is better than : 36.09 vs. CONWX (26.12).
| 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 | 10.523 | 13.577 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.2M | 263B | 0% |
| Annual Yield % from dividends | 1.35 | 1.33 | 101% |
| Returns for 1 year | -0.89 | 8.45 | -10% |
| Returns for 3 years | 4.43 | 39.16 | 11% |
| Returns for 5 years | 26.12 | 36.09 | 72% |
| Returns for 10 years | 45.31 | 66.08 | 69% |
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