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MBLAX vs RAMHX
MBLAX vs RAMHX Comparison
Open Charts MBLAX vs RAMHX
Madison Diversified Income A
Price$12.38
Change+$0.37 (+3.08%)
VolumeN/A
Net Assets122.78M
American Funds American Balanced R2E
Price$33.29
Change+$1.62 (+5.12%)
VolumeN/A
Net Assets217.49B
MBLAX vs RAMHX Comparison Chart
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MBLAX vs. RAMHX commentary
Apr 11, 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 MBLAX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 217B vs. MBLAX (123M). MBLAX pays higher dividends than RAMHX: MBLAX (5.07) vs RAMHX (1.54). MBLAX was incepted earlier than RAMHX: MBLAX (27 years) vs RAMHX (11 years). MBLAX (1.16) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (8.00). RAMHX has a lower initial minimum investment than MBLAX: RAMHX (250) vs MBLAX (1000). MBLAX annual gain was more profitable for investors over the last year : -1.77 vs. RAMHX (-4.06). RAMHX return over 5 years is better than : 27.64 vs. MBLAX (-4.91).
| MBLAX | RAMHX | MBLAX / RAMHX | |
| Total Expense Ratio | 1.16 | 1.04 | 112% |
| Annual Report Gross Expense Ratio | 1.16 | 1.04 | 112% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | -4.271 | -7.079 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 217B | 0% |
| Annual Yield % from dividends | 5.07 | 1.54 | 329% |
| Returns for 1 year | -1.77 | -4.06 | 44% |
| Returns for 3 years | -19.92 | 3.85 | -518% |
| Returns for 5 years | -4.91 | 27.64 | -18% |
| Returns for 10 years | 0.83 | 35.98 | 2% |
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