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RAMHX vs SWOBX
RAMHX vs SWOBX Comparison
Open Charts RAMHX vs SWOBX
American Funds American Balanced R2E
Price$34.69
Change+$0.54 (+1.58%)
VolumeN/A
Net Assets234.12B
Schwab Balanced
Price$16.86
Change+$0.28 (+1.69%)
VolumeN/A
Net Assets668.25M
RAMHX vs SWOBX Comparison Chart
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RAMHX vs. SWOBX commentary
May 13, 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 SWOBX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. SWOBX (668M). SWOBX pays higher dividends than RAMHX: SWOBX (2.30) vs RAMHX (1.55). RAMHX was incepted earlier than SWOBX: RAMHX (11 years) vs SWOBX (29 years). RAMHX (1.04) is less costly to investors than SWOBX (0.53). RAMHX is a more actively managed with annual turnover of: 44.00 vs. SWOBX (8.00). SWOBX has a lower initial minimum investment than RAMHX: SWOBX (0) vs RAMHX (250). SWOBX annual gain was more profitable for investors over the last year : 4.13 vs. RAMHX (3.55). RAMHX return over 5 years is better than : 36.75 vs. SWOBX (23.44).
| RAMHX | SWOBX | RAMHX / SWOBX | |
| Total Expense Ratio | 1.04 | 0.51 | 204% |
| Annual Report Gross Expense Ratio | 1.04 | 0.53 | 196% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 0.198 | -0.837 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 668M | 35,030% |
| Annual Yield % from dividends | 1.55 | 2.30 | 67% |
| Returns for 1 year | 3.55 | 4.13 | 86% |
| Returns for 3 years | 19.07 | 9.48 | 201% |
| Returns for 5 years | 36.75 | 23.44 | 157% |
| Returns for 10 years | 45.41 | 27.11 | 167% |
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