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FIKZX vs RAMHX
FIKZX vs RAMHX Comparison
Open Charts FIKZX vs RAMHX
Fidelity Advisor Asset Manager 50% Z
Price$20.13
Change-$0.40 (-1.95%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
FIKZX vs RAMHX Comparison Chart
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FIKZX vs. RAMHX commentary
Apr 05, 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 FIKZX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. FIKZX (9.28B). FIKZX pays higher dividends than RAMHX: FIKZX (2.47) vs RAMHX (1.54). FIKZX was incepted earlier than RAMHX: FIKZX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FIKZX (0.47). RAMHX is a more actively managed with annual turnover of: 171.00 vs. FIKZX (20.00). FIKZX has a lower initial minimum investment than RAMHX: FIKZX (0) vs RAMHX (250). FIKZX annual gain was more profitable for investors over the last year : 4.28 vs. RAMHX (0.88). RAMHX (43.40) and FIKZX (41.79) have equivalent 5 years return.
| FIKZX | RAMHX | FIKZX / RAMHX | |
| Total Expense Ratio | 0.47 | 1.04 | 45% |
| Annual Report Gross Expense Ratio | 0.47 | 1.04 | 45% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 0.785 | -2.267 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 235B | 4% |
| Annual Yield % from dividends | 2.47 | 1.54 | 160% |
| Returns for 1 year | 4.28 | 0.88 | 487% |
| Returns for 3 years | 4.15 | 8.00 | 52% |
| Returns for 5 years | 41.79 | 43.40 | 96% |
| Returns for 10 years | N/A | 43.77 | - |
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