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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
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.
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).
| 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 | 4.333 | 7.830 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 252B | 0% |
| Annual Yield % from dividends | 1.42 | 1.43 | 99% |
| Returns for 1 year | 1.22 | 7.35 | 17% |
| Returns for 3 years | 2.94 | 33.46 | 9% |
| Returns for 5 years | 27.81 | 38.74 | 72% |
| Returns for 10 years | 29.11 | 60.36 | 48% |
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