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ALCBX vs RAMHX
ALCBX vs RAMHX Comparison
Open Charts ALCBX vs RAMHX
ALPS/Smith Balanced Opportunity C
Price$13.46
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets12.86M
American Funds American Balanced R2E
Price$39.50
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets271.11B
ALCBX vs RAMHX Comparison Chart in %
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ALCBX vs. RAMHX commentary
Dec 04, 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: 271B vs. ALCBX (12.9M). 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 : 8.76 vs. ALCBX (-1.03). RAMHX return over 5 years is better than : 36.44 vs. ALCBX (30.59).
| 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 | 11.592 | 16.080 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 271B | 0% |
| Annual Yield % from dividends | 1.16 | 1.31 | 88% |
| Returns for 1 year | -1.03 | 8.76 | -12% |
| Returns for 3 years | 28.92 | 38.40 | 75% |
| Returns for 5 years | 30.59 | 36.44 | 84% |
| Returns for 10 years | 18.02 | 69.33 | 26% |