Interact to see
Advertisement
Advertisement
ALCBX vs RAMHX
ALCBX vs RAMHX Comparison
Open Charts ALCBX vs RAMHX
ALPS/Smith Balanced Opportunity C
Price$12.60
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.41M
American Funds American Balanced R2E
Price$37.43
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
ALCBX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALCBX vs. RAMHX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. ALCBX (12.4M). RAMHX pays higher dividends than ALCBX: RAMHX (1.31) vs ALCBX (1.16). 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 : 8.75 vs. ALCBX (3.63). RAMHX return over 5 years is better than : 32.18 vs. ALCBX (22.06).
| 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 | 5.087 | 10.220 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 269B | 0% |
| Annual Yield % from dividends | 1.16 | 1.31 | 88% |
| Returns for 1 year | 3.63 | 8.75 | 41% |
| Returns for 3 years | 26.36 | 35.87 | 73% |
| Returns for 5 years | 22.06 | 32.18 | 69% |
| Returns for 10 years | 10.75 | 68.85 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement