CONWX
Price
$18.54
Change
+$0.02 (+0.11%)
Updated
Jul 3 closing price
Net Assets
40.75M
RAMHX
Price
$36.68
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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CONWX vs RAMHX

Header iconCONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHXBanner chart's image
Concorde Wealth Management
Price$18.54
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets40.75M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Jul 07, 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 Buy and RAMHX is a Buy.

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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. CONWX (40.8M). RAMHX (1.43) and CONWX (1.42) 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 : 7.35 vs. CONWX (1.22). RAMHX return over 5 years is better than : 38.74 vs. CONWX (27.81).
CONWXRAMHXCONWX / RAMHX
Total Expense Ratio1.621.04156%
Annual Report Gross Expense Ratio1.621.04156%
Fund Existence38 years11 years-
Gain YTD4.3337.83055%
Front LoadN/AN/A-
Min. Initial Investment500250200%
Min. Initial Investment IRAN/AN/A-
Net Assets40.8M252B0%
Annual Yield % from dividends1.421.4399%
Returns for 1 year1.227.3517%
Returns for 3 years2.9433.469%
Returns for 5 years27.8138.7472%
Returns for 10 years29.1160.3648%
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