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FBKFX vs RAMHX
FBKFX vs RAMHX Comparison
Open Charts FBKFX vs RAMHX
Fidelity Balanced K6
Price$16.23
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FBKFX vs RAMHX Comparison Chart
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FBKFX vs. RAMHX commentary
Jun 07, 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 FBKFX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 243B vs. FBKFX (2.2B). FBKFX pays higher dividends than RAMHX: FBKFX (1.92) vs RAMHX (1.49). FBKFX was incepted earlier than RAMHX: FBKFX (6 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FBKFX (0.32). RAMHX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RAMHX: FBKFX (0) vs RAMHX (250). FBKFX annual gain was more profitable for investors over the last year : 7.37 vs. RAMHX (6.60). FBKFX return over 5 years is better than : 54.63 vs. RAMHX (32.17).
| FBKFX | RAMHX | FBKFX / RAMHX | |
| Total Expense Ratio | 0.32 | 1.04 | 31% |
| Annual Report Gross Expense Ratio | 0.32 | 1.04 | 31% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 1.735 | 4.481 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 243B | 1% |
| Annual Yield % from dividends | 1.92 | 1.49 | 129% |
| Returns for 1 year | 7.37 | 6.60 | 112% |
| Returns for 3 years | 30.41 | 20.84 | 146% |
| Returns for 5 years | 54.63 | 32.17 | 170% |
| Returns for 10 years | N/A | 54.63 | - |
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