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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$18.79
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.87M
American Funds American Balanced R2E
Price$37.91
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets259.11B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Sep 10, 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 CONWX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 259B vs. CONWX (40.9M). RAMHX (1.40) and CONWX (1.39) have matching dividends . CONWX was incepted earlier than RAMHX: CONWX (38 years) vs RAMHX (11 years). CONWX (1.62) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). RAMHX has a lower initial minimum investment than CONWX: RAMHX (250) vs CONWX (500). RAMHX annual gain was more profitable for investors over the last year : 11.18 vs. CONWX (1.27). RAMHX return over 5 years is better than : 37.95 vs. CONWX (23.81).
| CONWX | RAMHX | CONWX / RAMHX | |
| Total Expense Ratio | 1.62 | 1.04 | 156% |
| Annual Report Gross Expense Ratio | 1.62 | 1.04 | 156% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 5.740 | 11.446 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 259B | 0% |
| Annual Yield % from dividends | 1.39 | 1.40 | 100% |
| Returns for 1 year | 1.27 | 11.18 | 11% |
| Returns for 3 years | 3.47 | 35.53 | 10% |
| Returns for 5 years | 23.81 | 37.95 | 63% |
| Returns for 10 years | 42.54 | 71.23 | 60% |