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RAMHX vs SVBIX
RAMHX vs SVBIX Comparison
Open Charts RAMHX vs SVBIX
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.23
Change-$0.03 (-0.10%)
VolumeN/A
CapitalizationN/A
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RAMHX vs SVBIX Comparison Chart
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RAMHX vs. SVBIX commentary
Sep 21, 2024
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 StrongBuy and SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. SVBIX (5.55B). RAMHX pays higher dividends than SVBIX: RAMHX (1.84) vs SVBIX (1.57). RAMHX was incepted earlier than SVBIX: RAMHX (10 years) vs SVBIX (23 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). RAMHX has a lower initial minimum investment than SVBIX: RAMHX (250) vs SVBIX (250000). RAMHX (23.83) and SVBIX (23.13) have marching annual gain over last year. SVBIX return over 5 years is better than : 50.10 vs. RAMHX (36.53).
| RAMHX | SVBIX | RAMHX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 13.646 | 12.673 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.55B | 4,252% |
| Annual Yield % from dividends | 1.84 | 1.57 | 117% |
| Returns for 1 year | 23.83 | 23.13 | 103% |
| Returns for 3 years | 13.68 | 13.87 | 99% |
| Returns for 5 years | 36.53 | 50.10 | 73% |
| Returns for 10 years | 50.16 | 73.02 | 69% |
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