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RAMHX vs SWOBX
RAMHX vs SWOBX Comparison
Open Charts RAMHX vs SWOBX
American Funds American Balanced R2E
Price$37.56
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets256.16B
Schwab Balanced
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets705.98M
RAMHX vs SWOBX Comparison Chart in %
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RAMHX vs. SWOBX commentary
Sep 05, 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: 256B vs. SWOBX (706M). SWOBX pays higher dividends than RAMHX: SWOBX (2.10) vs RAMHX (1.40). 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). RAMHX annual gain was more profitable for investors over the last year : 8.55 vs. SWOBX (7.86). RAMHX return over 5 years is better than : 36.30 vs. SWOBX (18.21).
| 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 | 10.417 | 7.955 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 706M | 36,261% |
| Annual Yield % from dividends | 1.40 | 2.10 | 67% |
| Returns for 1 year | 8.55 | 7.86 | 109% |
| Returns for 3 years | 36.52 | 21.70 | 168% |
| Returns for 5 years | 36.30 | 18.21 | 199% |
| Returns for 10 years | 71.60 | 45.56 | 157% |
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