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FBKFX vs RAMHX
FBKFX vs RAMHX Comparison
Open Charts FBKFX vs RAMHX
Fidelity Balanced K6
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R2E
Price$34.18
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
FBKFX vs RAMHX Comparison Chart
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FBKFX vs. RAMHX commentary
Apr 04, 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 Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B 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 : 6.06 vs. RAMHX (3.79). FBKFX return over 5 years is better than : 84.40 vs. RAMHX (47.14).
| 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 | -2.193 | 0.286 | -768% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 234B | 1% |
| Annual Yield % from dividends | 2.04 | 1.54 | 132% |
| Returns for 1 year | 6.06 | 3.79 | 160% |
| Returns for 3 years | 15.83 | 11.20 | 141% |
| Returns for 5 years | 84.40 | 47.14 | 179% |
| Returns for 10 years | N/A | 48.24 | - |
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