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FBKFX vs RAMHX
FBKFX vs RAMHX Comparison
Open Charts FBKFX vs RAMHX
Fidelity Balanced K6
Price$16.38
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R2E
Price$35.19
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
FBKFX vs RAMHX Comparison Chart
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FBKFX vs. RAMHX commentary
Jan 23, 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: 242B vs. FBKFX (2.04B). RAMHX pays higher dividends than FBKFX: RAMHX (1.84) vs FBKFX (1.67). FBKFX was incepted earlier than RAMHX: FBKFX (6 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (33.00). 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 : 17.23 vs. RAMHX (11.90). FBKFX return over 5 years is better than : 57.61 vs. RAMHX (29.24).
| FBKFX | RAMHX | FBKFX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 2.632 | 3.045 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 242B | 1% |
| Annual Yield % from dividends | 1.67 | 1.84 | 91% |
| Returns for 1 year | 17.23 | 11.90 | 145% |
| Returns for 3 years | 23.63 | 14.76 | 160% |
| Returns for 5 years | 57.61 | 29.24 | 197% |
| Returns for 10 years | N/A | 52.01 | - |