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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$20.13
Change+$0.93 (+4.84%)
VolumeN/A
Net Assets43.52M
American Funds American Balanced R2E
Price$38.17
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Feb 04, 2026
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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. CONWX (43.5M). CONWX pays higher dividends than RAMHX: CONWX (2.83) vs RAMHX (1.48). 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 (13.00). RAMHX has a lower initial minimum investment than CONWX: RAMHX (250) vs CONWX (500). CONWX annual gain was more profitable for investors over the last year : 13.61 vs. RAMHX (10.82). RAMHX return over 5 years is better than : 33.01 vs. CONWX (23.76).
| 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 | 4.898 | 2.415 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5M | 270B | 0% |
| Annual Yield % from dividends | 2.83 | 1.48 | 191% |
| Returns for 1 year | 13.61 | 10.82 | 126% |
| Returns for 3 years | 22.09 | 34.85 | 63% |
| Returns for 5 years | 23.76 | 33.01 | 72% |
| Returns for 10 years | 80.99 | 82.66 | 98% |
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