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ALPBX vs RAMHX
ALPBX vs RAMHX Comparison
Open Charts ALPBX vs RAMHX
ALPS/Smith Balanced Opportunity I
Price$12.87
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets12.54M
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
ALPBX vs RAMHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 259B vs. ALPBX (12.5M). ALPBX pays higher dividends than RAMHX: ALPBX (1.69) vs RAMHX (1.40). ALPBX was incepted earlier than RAMHX: ALPBX (5 years) vs RAMHX (11 years). ALPBX (2.17) is less costly to investors than RAMHX (1.04). ALPBX is a more actively managed with annual turnover of: 131.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than ALPBX: RAMHX (250) vs ALPBX (100000). RAMHX annual gain was more profitable for investors over the last year : 9.44 vs. ALPBX (0.65).
| ALPBX | RAMHX | ALPBX / RAMHX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 2.17 | 1.04 | 209% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 7.048 | 11.035 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 259B | 0% |
| Annual Yield % from dividends | 1.69 | 1.40 | 121% |
| Returns for 1 year | 0.65 | 9.44 | 7% |
| Returns for 3 years | 30.32 | 38.20 | 79% |
| Returns for 5 years | N/A | 37.07 | - |
| Returns for 10 years | N/A | 70.10 | - |
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