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RAMHX vs VWELX
RAMHX vs VWELX Comparison
Open Charts RAMHX vs VWELX
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.10
Change-$0.26 (-0.56%)
VolumeN/A
CapitalizationN/A
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RAMHX vs VWELX Comparison Chart
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RAMHX vs. VWELX 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 VWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. VWELX (113B). VWELX pays higher dividends than RAMHX: VWELX (2.11) vs RAMHX (1.84). RAMHX was incepted earlier than VWELX: RAMHX (10 years) vs VWELX (95 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). RAMHX has a lower initial minimum investment than VWELX: RAMHX (250) vs VWELX (3000). RAMHX annual gain was more profitable for investors over the last year : 23.83 vs. VWELX (17.64). RAMHX return over 5 years is better than : 36.53 vs. VWELX (13.50).
| RAMHX | VWELX | RAMHX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 95 years | - |
| Gain YTD | 13.646 | 12.714 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 113B | 209% |
| Annual Yield % from dividends | 1.84 | 2.11 | 87% |
| Returns for 1 year | 23.83 | 17.64 | 135% |
| Returns for 3 years | 13.68 | -3.36 | -407% |
| Returns for 5 years | 36.53 | 13.50 | 271% |
| Returns for 10 years | 50.16 | 28.25 | 178% |