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FIQAX vs RAMHX
FIQAX vs RAMHX Comparison
Open Charts FIQAX vs RAMHX
Fidelity Advisor Asset Manager 60% Z
Price$15.34
Change+$0.18 (+1.19%)
VolumeN/A
Net Assets4.21B
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
FIQAX vs RAMHX Comparison Chart
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FIQAX 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 FIQAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 227B vs. FIQAX (4.21B). FIQAX pays higher dividends than RAMHX: FIQAX (2.21) vs RAMHX (1.54). FIQAX was incepted earlier than RAMHX: FIQAX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FIQAX (0.57). RAMHX is a more actively managed with annual turnover of: 171.00 vs. FIQAX (21.00). FIQAX has a lower initial minimum investment than RAMHX: FIQAX (0) vs RAMHX (250). FIQAX annual gain was more profitable for investors over the last year : 3.90 vs. RAMHX (3.68). FIQAX return over 5 years is better than : 39.62 vs. RAMHX (33.13).
| FIQAX | RAMHX | FIQAX / RAMHX | |
| Total Expense Ratio | 0.57 | 1.04 | 55% |
| Annual Report Gross Expense Ratio | 0.57 | 1.04 | 55% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -2.004 | -1.680 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 227B | 2% |
| Annual Yield % from dividends | 2.21 | 1.54 | 143% |
| Returns for 1 year | 3.90 | 3.68 | 106% |
| Returns for 3 years | 10.67 | 13.20 | 81% |
| Returns for 5 years | 39.62 | 33.13 | 120% |
| Returns for 10 years | N/A | 42.97 | - |