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RAMHX vs TRAIX
RAMHX vs TRAIX Comparison
Open Charts RAMHX vs TRAIX
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation I
Price$36.99
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
RAMHX vs TRAIX Comparison Chart in %
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RAMHX vs. TRAIX 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 RAMHX is a Buy and TRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. TRAIX (68.1B). TRAIX pays higher dividends than RAMHX: TRAIX (2.15) vs RAMHX (1.43). RAMHX was incepted earlier than TRAIX: RAMHX (11 years) vs TRAIX (10 years). RAMHX (1.04) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than TRAIX: RAMHX (250) vs TRAIX (500000). RAMHX annual gain was more profitable for investors over the last year : 7.35 vs. TRAIX (3.82). RAMHX return over 5 years is better than : 38.74 vs. TRAIX (26.55).
| RAMHX | TRAIX | RAMHX / TRAIX | |
| Total Expense Ratio | 1.04 | 0.58 | 179% |
| Annual Report Gross Expense Ratio | 1.04 | 0.61 | 170% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 7.830 | 6.877 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 68.1B | 370% |
| Annual Yield % from dividends | 1.43 | 2.15 | 66% |
| Returns for 1 year | 7.35 | 3.82 | 193% |
| Returns for 3 years | 33.46 | 23.00 | 146% |
| Returns for 5 years | 38.74 | 26.55 | 146% |
| Returns for 10 years | 60.36 | N/A | - |
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