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FBKFX vs RAMHX
FBKFX vs RAMHX Comparison
Open Charts FBKFX vs RAMHX
Fidelity Balanced K6
Price$15.22
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R2E
Price$33.08
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
FBKFX vs RAMHX Comparison Chart
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FBKFX vs. RAMHX commentary
Apr 25, 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: 225B vs. FBKFX (2.15B). FBKFX pays higher dividends than RAMHX: FBKFX (2.04) vs RAMHX (1.54). 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: 171.00 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 : 3.25 vs. RAMHX (1.14). FBKFX return over 5 years is better than : 58.25 vs. RAMHX (30.07).
| 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 | -6.575 | -3.939 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 225B | 1% |
| Annual Yield % from dividends | 2.04 | 1.54 | 132% |
| Returns for 1 year | 3.25 | 1.14 | 284% |
| Returns for 3 years | 17.60 | 10.81 | 163% |
| Returns for 5 years | 58.25 | 30.07 | 194% |
| Returns for 10 years | N/A | 39.35 | - |
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