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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$19.73
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets42.57M
American Funds American Balanced R2E
Price$38.83
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Nov 14, 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: 269B vs. CONWX (42.6M). CONWX (1.35) and RAMHX (1.33) 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 : 9.44 vs. CONWX (-0.53). RAMHX return over 5 years is better than : 38.60 vs. CONWX (27.55).
| 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 | 11.030 | 15.785 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 269B | 0% |
| Annual Yield % from dividends | 1.35 | 1.33 | 101% |
| Returns for 1 year | -0.53 | 9.44 | -6% |
| Returns for 3 years | 5.24 | 41.72 | 13% |
| Returns for 5 years | 27.55 | 38.60 | 71% |
| Returns for 10 years | 47.59 | 72.75 | 65% |
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