Interact to see
Advertisement
Advertisement
FIKZX vs RAMHX
FIKZX vs RAMHX Comparison
Open Charts FIKZX vs RAMHX
Fidelity Advisor Asset Manager 50% Z
Price$21.20
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FIKZX vs RAMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKZX 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 FIKZX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 243B vs. FIKZX (9.42B). FIKZX pays higher dividends than RAMHX: FIKZX (2.43) vs RAMHX (1.49). 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: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RAMHX: FIKZX (0) vs RAMHX (250). RAMHX (6.60) and FIKZX (6.30) have marching annual gain over last year. RAMHX return over 5 years is better than : 32.17 vs. FIKZX (25.40).
| 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 | 4.238 | 4.481 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 243B | 4% |
| Annual Yield % from dividends | 2.43 | 1.49 | 163% |
| Returns for 1 year | 6.30 | 6.60 | 95% |
| Returns for 3 years | 15.01 | 20.84 | 72% |
| Returns for 5 years | 25.40 | 32.17 | 79% |
| Returns for 10 years | N/A | 54.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement