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RAMHX vs SVBIX
RAMHX vs SVBIX Comparison
Open Charts RAMHX vs SVBIX
American Funds American Balanced R2E
Price$36.42
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.26
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
RAMHX vs SVBIX Comparison Chart
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RAMHX vs. SVBIX commentary
Nov 14, 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: 240B vs. SVBIX (5.59B). 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 annual gain was more profitable for investors over the last year : 22.07 vs. SVBIX (19.99). SVBIX return over 5 years is better than : 47.98 vs. RAMHX (34.24).
| 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 | 15.131 | 13.328 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.59B | 4,292% |
| Annual Yield % from dividends | 1.84 | 1.57 | 117% |
| Returns for 1 year | 22.07 | 19.99 | 110% |
| Returns for 3 years | 10.81 | 11.62 | 93% |
| Returns for 5 years | 34.24 | 47.98 | 71% |
| Returns for 10 years | 49.20 | 71.09 | 69% |
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