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ALCBX vs RAMHX
ALCBX vs RAMHX Comparison
Open Charts ALCBX vs RAMHX
ALPS/Smith Balanced Opportunity C
Price$12.67
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets12.06M
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
ALCBX vs RAMHX Comparison Chart in %
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ALCBX vs. RAMHX commentary
Aug 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 ALCBX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. ALCBX (12.1M). RAMHX pays higher dividends than ALCBX: RAMHX (1.42) vs ALCBX (0.92). ALCBX was incepted earlier than RAMHX: ALCBX (5 years) vs RAMHX (11 years). ALCBX (3.33) is less costly to investors than RAMHX (1.04). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than ALCBX: RAMHX (250) vs ALCBX (2500). RAMHX annual gain was more profitable for investors over the last year : 7.48 vs. ALCBX (-1.08).
| ALCBX | RAMHX | ALCBX / RAMHX | |
| Total Expense Ratio | 1.85 | 1.04 | 178% |
| Annual Report Gross Expense Ratio | 3.33 | 1.04 | 320% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 5.270 | 9.447 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 256B | 0% |
| Annual Yield % from dividends | 0.92 | 1.42 | 65% |
| Returns for 1 year | -1.08 | 7.48 | -14% |
| Returns for 3 years | 17.44 | 28.00 | 62% |
| Returns for 5 years | N/A | 35.43 | - |
| Returns for 10 years | 12.65 | 61.39 | 21% |
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