Ad is loading...
RAMHX vs WFAIX
RAMHX vs WFAIX Comparison
Open Charts RAMHX vs WFAIX
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Admin
Price$36.22
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RAMHX vs WFAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RAMHX vs. WFAIX commentary
Apr 18, 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 WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 225B vs. WFAIX (1.17B). RAMHX pays higher dividends than WFAIX: RAMHX (1.54) vs WFAIX (1.10). RAMHX was incepted earlier than WFAIX: RAMHX (11 years) vs WFAIX (25 years). RAMHX (1.04) and WFAIX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 171.00 vs. WFAIX (12.00). RAMHX has a lower initial minimum investment than WFAIX: RAMHX (250) vs WFAIX (1000000). RAMHX annual gain was more profitable for investors over the last year : 2.07 vs. WFAIX (-4.60). RAMHX return over 5 years is better than : 29.21 vs. WFAIX (6.11).
| RAMHX | WFAIX | RAMHX / WFAIX | |
| Total Expense Ratio | 1.04 | 0.90 | 116% |
| Annual Report Gross Expense Ratio | 1.04 | 1.04 | 100% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -3.822 | -5.824 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 1.54 | 1.10 | 140% |
| Returns for 1 year | 2.07 | -4.60 | -45% |
| Returns for 3 years | 8.75 | -8.02 | -109% |
| Returns for 5 years | 29.21 | 6.11 | 478% |
| Returns for 10 years | 40.41 | 27.38 | 148% |
View a ticker or compare two or three
VS
VS
Ad is loading...