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AZNAX vs RAMHX
AZNAX vs RAMHX Comparison
Open Charts AZNAX vs RAMHX
Virtus Income & Growth A
Price$10.84
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R2E
Price$34.18
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
AZNAX vs RAMHX Comparison Chart
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AZNAX vs. RAMHX commentary
Apr 03, 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: 234B vs. AZNAX (4.56B). AZNAX pays higher dividends than RAMHX: AZNAX (2.13) vs RAMHX (1.54). 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). RAMHX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (61.00). 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 : 3.79 vs. AZNAX (0.05). RAMHX return over 5 years is better than : 47.14 vs. AZNAX (30.63).
| 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 | -3.156 | 0.286 | -1,105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 234B | 2% |
| Annual Yield % from dividends | 2.13 | 1.54 | 138% |
| Returns for 1 year | 0.05 | 3.79 | 1% |
| Returns for 3 years | -5.90 | 11.20 | -53% |
| Returns for 5 years | 30.63 | 47.14 | 65% |
| Returns for 10 years | 7.47 | 48.24 | 15% |