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AZNAX vs RAMHX
AZNAX vs RAMHX Comparison
Open Charts AZNAX vs RAMHX
Virtus Income & Growth A
Price$11.11
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets4.61B
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
AZNAX vs RAMHX Comparison Chart
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AZNAX vs. RAMHX commentary
Jun 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 AZNAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 243B vs. AZNAX (4.61B). AZNAX pays higher dividends than RAMHX: AZNAX (2.09) vs RAMHX (1.49). AZNAX was incepted earlier than RAMHX: AZNAX (18 years) vs RAMHX (11 years). AZNAX (1.14) is less costly to investors than RAMHX (1.04). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than AZNAX: RAMHX (250) vs AZNAX (2500). RAMHX annual gain was more profitable for investors over the last year : 6.60 vs. AZNAX (3.04). RAMHX return over 5 years is better than : 32.17 vs. AZNAX (10.06).
| AZNAX | RAMHX | AZNAX / RAMHX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | -0.250 | 4.481 | -6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 243B | 2% |
| Annual Yield % from dividends | 2.09 | 1.49 | 140% |
| Returns for 1 year | 3.04 | 6.60 | 46% |
| Returns for 3 years | 6.68 | 20.84 | 32% |
| Returns for 5 years | 10.06 | 32.17 | 31% |
| Returns for 10 years | 11.33 | 54.63 | 21% |
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