Ad is loading...
RAMHX vs SFAAX
RAMHX vs SFAAX Comparison
Open Charts RAMHX vs SFAAX
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation A
Price$36.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RAMHX vs SFAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RAMHX vs. SFAAX commentary
Apr 18, 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 RAMHX is a Buy and SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 225B vs. SFAAX (1.17B). RAMHX pays higher dividends than SFAAX: RAMHX (1.54) vs SFAAX (1.01). RAMHX was incepted earlier than SFAAX: RAMHX (11 years) vs SFAAX (38 years). SFAAX (1.11) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. SFAAX (12.00). RAMHX has a lower initial minimum investment than SFAAX: RAMHX (250) vs SFAAX (1000). RAMHX annual gain was more profitable for investors over the last year : 2.23 vs. SFAAX (-3.89). RAMHX return over 5 years is better than : 29.52 vs. SFAAX (6.63).
| RAMHX | SFAAX | RAMHX / SFAAX | |
| Total Expense Ratio | 1.04 | 1.07 | 97% |
| Annual Report Gross Expense Ratio | 1.04 | 1.11 | 94% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | -3.587 | -4.804 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 1.54 | 1.01 | 152% |
| Returns for 1 year | 2.23 | -3.89 | -57% |
| Returns for 3 years | 9.02 | -7.37 | -122% |
| Returns for 5 years | 29.52 | 6.63 | 445% |
| Returns for 10 years | 41.54 | 28.07 | 148% |
View a ticker or compare two or three
VS
VS
Ad is loading...