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RAMHX vs SIBAX
RAMHX vs SIBAX Comparison
Open Charts RAMHX vs SIBAX
American Funds American Balanced R2E
Price$33.86
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
RAMHX vs SIBAX Comparison Chart
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RAMHX vs. SIBAX commentary
May 02, 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 232B vs. SIBAX (62.3M). RAMHX (1.54) and SIBAX (1.52) have matching dividends . RAMHX was incepted earlier than SIBAX: RAMHX (11 years) vs SIBAX (31 years). SIBAX (1.11) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). RAMHX has a lower initial minimum investment than SIBAX: RAMHX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 8.28 vs. RAMHX (5.53). SIBAX return over 5 years is better than : 46.84 vs. RAMHX (34.87).
| RAMHX | SIBAX | RAMHX / SIBAX | |
| Total Expense Ratio | 1.04 | 0.91 | 114% |
| Annual Report Gross Expense Ratio | 1.04 | 1.11 | 94% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | -0.653 | -4.541 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 62.3M | 372,392% |
| Annual Yield % from dividends | 1.54 | 1.52 | 102% |
| Returns for 1 year | 5.53 | 8.28 | 67% |
| Returns for 3 years | 17.00 | 23.77 | 72% |
| Returns for 5 years | 34.87 | 46.84 | 74% |
| Returns for 10 years | 44.86 | 76.34 | 59% |
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