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CONWX vs RAMHX
CONWX vs RAMHX Comparison
Open Charts CONWX vs RAMHX
Concorde Wealth Management
Price$19.31
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets42.62M
American Funds American Balanced R2E
Price$37.43
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
CONWX vs RAMHX Comparison Chart in %
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CONWX vs. RAMHX commentary
Dec 26, 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 Hold and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. CONWX (42.6M). CONWX (1.32) and RAMHX (1.31) 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 (13.00). 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 : 8.75 vs. CONWX (8.12). RAMHX return over 5 years is better than : 32.18 vs. CONWX (22.06).
| 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 | 8.666 | 10.220 | 85% |
| 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 | 1.32 | 1.31 | 101% |
| Returns for 1 year | 8.12 | 8.75 | 93% |
| Returns for 3 years | 12.81 | 35.87 | 36% |
| Returns for 5 years | 22.06 | 32.18 | 69% |
| Returns for 10 years | 57.68 | 68.85 | 84% |
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